Publications

Technology Meltdown: A $400 Billion Blind Spot in the Private Markets

May. 17, 2022

What some investors once thought was unlikely, in our view now seems inevitable: the historic, decade-long technology bull run might finally be coming to an end. The carnage started in November 2021, first hitting high growth, non-profitable technology stocks. Since then, many of the biggest winners over the past decade have seen their stock prices collapse as the market has taken a sharp pivot towards favoring companies with durable cash flow growth and profitable returns on capital.

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