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This Article is From Feb 11, 2019

This Is The Key To Understanding The Big Tech Stocks Right Now

(Bloomberg) -- Subscribe to the Bloomberg Odd Lots podcast (Pocket Casts) 

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Every week, hosts Joe Weisenthal and Tracy Alloway take you on a not-so-random walk through hot topics in markets, finance and economics.

For years, the key to beating the stock market was to invest a lot in the big tech stocks like Facebook and Apple. But in 2018, they stumbled hard, amid a general selloff in the market, concerns about their growth potential, and concerns about regulation out of DC. So what's next for them? On this week's episode, we spoke to Leigh Drogen, the founder and CEO of Estimize, a site that gathers buy-side earnings forecasts. Leigh has a great feel for the business models of each company, and the challenges and opportunities that they face.

To contact the editor responsible for this story: Topher Forhecz at tforhecz@bloomberg.net

©2019 Bloomberg L.P.

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