A couple of you have reached out with FOMO over tech stocks. Tech stocks have gone on an unbelievable rally since the March 2020 lows, and many of you are wondering if it is too late to be buying tech. We touched in this briefly in the mid-week article on whether the stock market is in a bubble. But really – I thought this topic deserved a full article. Howard Marks – Value v Growth Howard Marks came out with an incredible article recently on Value v Growth stocks. I thought it was one of his best memos ever, and I highly recommend you to read it in full. It’s basically the story of an old man schooled in the ways of value investing, talking to his son, a young, growth-oriented tech obsessed fund manager. Value Investors (Howards Marks) Howard Marks built his name over the past...