We rotated into New tech For all investments there is a period when it is innovative, transformational and has non-linear opportunity. Then it may deliver that growth, and then it may carry on innovating or just mature. Facebook has matured, Nvidia has reinvented itself, and Nio is rewriting the rules Facebook – getting grey In truth, Facebook has not done anything new for a while. Arguably, it never has. Whatsapp and Instagram were bought in tools and it missed the…
