AUTHORS
Eric Jhonsa
Eric Jhonsa is an independent tech stock investor who contributes tech stocks coverage to TheStreet's Real Money. Previously, he has worked full-time for TheStreet from 2016-2020 and Seeking Alpha from 2011-2016 covering tech news. With a B.A. in Economics from Columbia University, Jhonsa takes a big-picture view of how macroeconomic conditions and tech trends stand to influence companies and their stock prices.
Jhonsa likes to maintain a large number of long and short positions, and trims and adds to positions actively. On the long side, he specializes in investing in tech companies that benefit from secular growth trends and have durable competitive strengths, while keeping a close eye on valuations and long-term margins/profitability. On the short side, he looks for highly overvalued companies, particularly ones that have benefited from speculative euphoria and/or whose business models look deeply flawed.
When he’s not focused on tech stocks, you can find Jhonsa playing tennis, taking landscape photography or rooting for Philadelphia sports teams.
Recent Articles By The Author
A New Bubble Has Formed…But Fully Popping It Could Take Time
With parts of the tech sector very overheated, a near-term pullback seems likely. But fully washing away the froth might require some bad news to arrive first.
6 Thoughts on Apple's Impressive-But-Expensive Vision Pro Headset
Vision Pro's specs and user interface are impressive, but it will probably take Apple some time to build a large customer base for mixed-reality headsets.
9 Rules for Managing Risk While Shorting Overvalued Tech Stocks
Taking precautions to avoid getting blown out of positions can be as important as picking good stocks to short.
5 Key Earnings Season Takeaways for Tech Investors
It hasn't been as bad as certain bears expected, but some of the things disclosed should give pause to bulls.
3 Parts of the Tech Sector That Look Expensive…and 2 That Don't
Some popular growth stocks once more sport very rich valuations. But a few deals can be found elsewhere.
4 Suggestions for Tech-Stock Buyers in a Volatile, High-Inflation Environment
Staying mindful of valuations and waiting for moments of heightened fear to buy could serve investors well.
Why January's Big Rally Should Make Tech Investors Cautious
With inflation far from finished and earnings season pretty mixed, the tech sector's latest bout of speculative euphoria could quickly reverse.
5 Investing Takeaways from CES 2023
CES provided reasons to be bullish on some chip companies and cloud platforms...and to maintain some skepticism about AR/VR hype.
6 Reasons to Like Pinterest's Risk/Reward Going Into 2023
A new CEO, an activist investor and improving user growth are among the things working in the social-media platform's favor.
4 Reasons to Tread Carefully With Software Stocks Even Now
While select software firms look attractive, many others could remain pressured by several factors.
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