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
6 Thoughts on Intel's Bold Manufacturing Plans and Subdued 2021 Guidance
The chip giant is clearly thinking big under new CEO Pat Gelsinger. But a turnaround will take time to pull off.
3 Types of Tech Stocks That Could Do Well Amid a Lengthier Rotation
Tech companies likely to see revenue growth inflect higher could continue doing well, as might relatively inexpensive ones that are poised to continue growing.
5 Chip Stocks to Consider as Markets Tumble
While chip stocks have outperformed in recent months, some still look intriguing as tech stocks in general sell off this week.
Why the Plunge in More Speculative Tech Stocks Might Not Be Over Yet
High valuations, margin debt and the ARK effect could lead to more pain for some names. But the selloff could also create buying opportunities in other tech companies.
The 1999/2000 Bubble Didn't End All at Once...and This One Might Not Either
One possible outcome: The party ends relatively soon for some of the more speculative names, while other high-multiple stocks remain strong until inflation and the Fed become issues.
Microsoft May Have Eyed Pinterest for Some of the Same Reasons It Wanted TikTok
Microsoft owns a slew of assets that it could use to strengthen each business, and it could see strategic value in owning a popular consumer social media platform.
How the Pandemic Is Driving Speculative Manias in Stocks and Many Other Markets
While the Fed and stimulus have clearly played roles, the pandemic's psychological effects on many people have also arguably been a factor.
Reopening Plays Deserve a Closer Look With Vaccine Progress and Other Events
Recent vaccine-related data is encouraging, and the stage is being set for a major second-half surge in travel, dining and live events spending.
2021 and 2022 Look Difficult for Intel, While 2023 -- Might -- Be Better
Competition from AMD and ARM CPU developers looks set to take a toll over the next two years. But Intel could be in better shape in 2023 if its new CEO is ready to make some tough choices.
Netflix's Post-Earnings Surge Might Bode Well for Microsoft, Facebook and Amazon
The streaming giant's numbers and commentary were arguably just good, rather than amazing. But with its stock having underperformed for months, that's all that markets needed.
Oops!
We're sorry. There was a problem trying to send your email to .
Please contact customer support to let us know.
Please Join or Log In to Email Our Authors.
Email Real Money's Wall Street Pros for further analysis and insight
Already a Subscriber? Login