This post originally appeared as my closing argument in our debate in The Economist. Technology stocks currently trade at an all time low vs. industrial stocks based on forward P/E ratios. Nonetheless, the esteemed and brilliant Mr. Blank argues that we are in a technology bubble. When I pointed this out, Mr. Blank modified his argument…
More »This post originally appeared as my rebuttal to my friend Steve Blank’s opening statement in our debate in The Economist. In reading my friend Steve Blank’s arguments, I found the bubble definition quite compelling: “A tech bubble is the rapid inflation in the valuation of public and private technology companies that exceeds their fundamental value by…
More »This post originally appeared as my opening statement in my debate with my friend Steve Blank in The Economist. We are not in a technology bubble. We have not even taken a major step towards a technology bubble. Predicting such things is a bit like predicting the end of the world; the prediction will eventually…
More »My friend, Steve Blank, and I debate the bubble: http://www.economist.com/debate/days/view/710
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