A tech-worker value investor asks how to value high-multiple tech names and floats a small allocation to GOOGL, AMZN, DDOG, DT and TEAM as Lynch-style 'buy what you know' picks.
GOOGL — LONG The author, a tech worker and value investor, plans a small allocation to GOOGL among products he knows from his job, invoking Peter Lynch's 'invest in what you know' principle. He notes GOOGL trades at a P/E near 29 and price/sales above 8, which he considers a bargain relative to other tech, and argues these products are less dependent on AI than Oracle, Nvidia or the AI labs, so they could be 'victors in a crisis'. The stated risk is that he explicitly acknowledges an AI bubble and that such multiples would be red flags in other sectors.
i'm thinking about allocating a small percentage in products and companies that i know in my job and i can easily support and assure quality of the software (Peter Lynch said you should invest in what you know, and if you like the product you like the stock) like GOOGL, AMZN, DDOG, DT, TEAM.
AMZN — LONG The author plans a small allocation to AMZN as one of the products he knows from his tech job, citing Peter Lynch's invest-in-what-you-know approach. He notes AMZN's P/E of 29 and argues these names are less AI-dependent than Oracle, Nvidia or the AI labs and could be victors in a crisis. The stated risk is his own acknowledgement that the market is in an AI bubble and these multiples would be red flags in other industries.
i'm thinking about allocating a small percentage in products and companies that i know in my job and i can easily support and assure quality of the software (Peter Lynch said you should invest in what you know, and if you like the product you like the stock) like GOOGL, AMZN, DDOG, DT, TEAM.
DDOG — LONG The author includes DDOG in a small allocation to tech products he knows and can vouch for from his own job, following Peter Lynch's invest-in-what-you-know logic. He argues these products are less dependent on AI than Oracle, Nvidia or the AI labs and could be victors in a crisis. The stated risk is his own view that the market is in an AI bubble and that tech multiples would be red flags in other sectors.
i'm thinking about allocating a small percentage in products and companies that i know in my job and i can easily support and assure quality of the software (Peter Lynch said you should invest in what you know, and if you like the product you like the stock) like GOOGL, AMZN, DDOG, DT, TEAM.
DT — LONG The author lists DT among a small allocation of tech names whose software he knows and can vouch for from his job, citing Peter Lynch's invest-in-what-you-know principle. He argues these products are less AI-dependent than Oracle, Nvidia or the AI labs and could be victors in a crisis. The stated risk is his own acknowledgement of an AI bubble and that such multiples would be red flags in other sectors.
i'm thinking about allocating a small percentage in products and companies that i know in my job and i can easily support and assure quality of the software (Peter Lynch said you should invest in what you know, and if you like the product you like the stock) like GOOGL, AMZN, DDOG, DT, TEAM.
TEAM — LONG The author includes TEAM in a small allocation to tech products he knows and can assure the quality of from his job, invoking Peter Lynch's invest-in-what-you-know approach. He argues these products are less dependent on AI than Oracle, Nvidia or the AI labs and could be victors in a crisis. The stated risk is his own view that the market is in an AI bubble and that tech multiples would be red flags in other sectors.
i'm thinking about allocating a small percentage in products and companies that i know in my job and i can easily support and assure quality of the software (Peter Lynch said you should invest in what you know, and if you like the product you like the stock) like GOOGL, AMZN, DDOG, DT, TEAM.