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Photographer: David Paul Morris/Bloomberg

economics

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

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

Products are displayed at an Apple store in San Francisco.

Photographer: David Paul Morris/Bloomberg

Subscribe to the Bloomberg Odd Lots podcast (Pocket Casts) 

Subscribe to the Bloomberg Odd Lots podcast (Apple Podcasts)

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.