Below is an interesting article discussing value investor David Einhorn who is betting against some of the high-flying technology stocks that are trading at valuations reminiscent of the late 1990’s. ¬†I definitely agree with his investment thesis and I’m sure that some of the stocks he is shorting are stocks like Twitter, Tesla, LinkedIn etc. ¬†Everything has to workout perfectly for these businesses to be worth these valuations and even then thee is absolutely no margin of safety.

 

http://www.bloomberg.com/news/2014-04-22/einhorn-seeing-cool-kid-companies-shows-growing-tech-bubble.html