Learn more about Tech Insider Network here The transcript found below is for readers who would like to follow along. Please note that the transcription may not be 100% accurate. Female Speaker: Please welcome to the stage, our host, Seeking Alpha’s Senior Editor and Team Leader, Technology, Chris Ciaccia.
And in conversation with IO Funds Portfolio Manager, Knox Ridley. Chris Ciaccia: I'd like to thank everybody for joining us today. We've got another great panel on tech.
So just to kind of kick things off and set the stage here a little bit, I would say over the past 20 years tech has really upended every facet of our lives, from how we interact with the world around us, our daily consumption habits, and even how we pay for things. So Knox has a remarkable presentation on how to get a better understanding of these megatrends and how to participate in them and as investors. So now, I'll turn it over to Knox.
Knox Ridley: Excellent. Thank you. So can you guys stand up? All right.
I'm Knox Ridley, portfolio manager with Tech Insider Network. And what we're going to discuss today is, how to safely participate in tech. And to us, this is a question that is grossly neglected in this – in growth investing, especially within tech.
We see a lot of retail research focused, and we'll discuss things, like, hey, we bought a FAANG a long time ago, but the real question is, do you own it now? Did you ever sell it? Did you trim it? Did you buy more? What did you do with that? Because as.
