I feel myself as value investor. That is why cryptos or Tesla and many other tech companies never made sense to me... I might be right one day, but currently it seems that market is what market is.
To me, value investing is when you already have a good idea of what something is worth, but it's trading below that value. That's great strategy if you know and understand a certain sector.
It's very difficult to value futuristic things, it might succeed beyond our wildest dreams or completely flop.
$NET if you're looking for slightly undervalued tech stocks.
The recently announced products to take on zscaler, crowdstrike et al looks commendable whilst they are also at the same time going after the cloud incumbents with Workers. I'd reckon, they've got the engineering chops and the infrastructure to bat both those out of the park.
