Wadhwa, Kedrosky On Technology ‘Bubble’

By Edward Harrison On Jul 18, 2011

Technology guru Vivek Wadhwa of Duke University and Paul Kedrosky, a noted investor and analyst in the tech and finance space debated whether there is a bubble in technology shares on Friday. The interview is very good, so I am posting it here.

My take: this run-up in social media shares will be ended ‘prematurely’ by a recession well before it run it course of its own accord.

Edward Harrison 7783 posts 575 comments

Edward Harrison is a senior Editor at Bloomberg. He is also the founder of Credit Writedowns newsletter, a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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1 Comment

David Lazarus says 13 years ago

I think that Facebook and Twitter are grossly overvalued. Dropbox is overpriced but does have an earnings model. The issue is, does it have a business model that generates cash. The issue is PE ratios are grossly over optimistic. The only ones making money are the investment banks.

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