As a high-tech engineer and a value investor, I'm often caught in the middle of what might be seen as a conflict between the two: should value investors shun high-tech?

Hardcore value investors often quote Warren Buffett's reasons for not investing in technology companies: Buffett admits he does not understand the world of high technology well enough to be sure of which companies will still dominate their core area in 10, 20, or even 30 years from now.

 

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