Where are the next big opportunities in tech?

Where are the next big opportunities in tech?

Orbis Investments

With investment conversations dominated by the biggest American tech companies, there’s hidden value to be found in other regions.

The “FANGAM” stocks – Facebook, Amazon, Netflix, Google (Alphabet), Apple and Microsoft – now represent more than 20% of the S&P 500 Index, which understandably leads to a lot of discussion about their place in global investment portfolios.

But it’s also worth considering these companies’ overseas peers which may be trading at far more attractive valuations.

This Orbis Investments article explores where opportunities are arising in tech, and what it means to be “contrarian” when investing in one of the fastest-growing sectors in the world.

If you read this Orbis Investments article, you will learn:

  • how tech stocks have performed during the COVID-19 pandemic
  • the benefits of bottom-up stock selection
  • global investment alternatives to FANGAM companies


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