12 Key Lessons Learned About Technology Investing
by Bob Turner
We think at Turner Investment Partners that we have accumulated some useful lessons over the years about investing in the sector and discuss 12 of them here.
In this article
- Why Care?
- 1: Heed the Cockroach Principle
- 2: Focus on Innovators
- 3: Beware Seasonality
- 4: Watch the Cycles
- 5: Invest in Market Leaders
- 6: Be Merger-Wary
- 7: The Cheap Just Get Cheaper
- 8: Get in at an Early Stage
- 9: Management & Talent Matter
- 10: Domination Is Short Term
- 11: Apply the 10/10 Rule
- 12: Ride Your Winners
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Some burnt-fingered investors, scorched by years of losses in tech stocks, might find this topic curious and ask, Why should anyone care about the tech sector, of all things? To them the tech sector is so 1990s. Tech stocks were of course the market darlings in the last decadetotal returns of 25% in just one quarter were commonplacebut have underperformed miserably since then.
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