WCLD - Responding To The Growing Volatility Within The Tech Space

• The heightened volatility in the tech space warrants a portfolio reassessment by both short- and long-term investors.
• There are few data points to indicate a correlation between the growth projections of some frothy tech stocks and their lofty valuation multiples.
• The exuberance of growth investors is partly fueled by the unfound growth assumptions baked into the valuation of some cloud stocks.
• This analysis explores new ways to assess the quality of tech stocks. I also highlight some pitfalls to avoid.

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