Value investors often have a tough time when it comes to tech. They shun the sector when everyone loves it and usually wait for stock prices (and their profits) to cool off before buying big Silicon Valley companies.
from http://www.wbaltv.com/money/tech-bear-worries-about-bubble-but-loves-google/39868248
via http://baltimorecheckbook.tumblr.com/post/145318874127
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