Investing 101 • 133 implied HN points • 02 Mar 24
- Technology as an asset class is relatively new in the stock market, with tech companies now dominating market capitalization.
- The age of dynamic dinosaurs is here, with established tech companies evolving and becoming more challenging to displace.
- Big markets attract big attention, but distribution is key for success in tech, as seen with companies like Microsoft leveraging built-in distribution for products like Teams.