Taking Sides….Taking a Moment….and the….PPP of it all…….Practical Portfolio Problems…..and a useful self help exercise.

The Tech world continues to move fast and the “whiplash’ on Tech investors has been considerable. After a few years of reaping the benefit of whatever version of….Mag-Numerism….you were running, things have taken a decided turn for the worse across a broad spread of the market. The epicentre is Software and SaaS but the collateral...

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