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
Cybersecurity Stocks that Lagged in 2020 Could Get Boost from SolarWinds Hack
The hack stands to drive an uptick in corporate and government spending to protect both on-premise and cloud assets.
TSMC's Big 2021 Capex Budget Might Have Something to Do With Intel
While expected demand from clients such as Apple and AMD is also probably motivating TSMC to invest more, the size of its 2021 capex budget suggests other factors are also at play.
How Intel and AMD's Newest CPUs Measure Up
Intel's gaming performance is still pretty competitive, but AMD has a clear edge for content-creation workloads. And its CPUs often strike a better balance between performance and power consumption.
$2,000 Stimulus Checks Might Drive One Last Surge of Speculative Buying
Thursday's big gains in Robinhood favorites might partly be a case of investors front-running purchases they expect to be made with the help of new stimulus checks.
Why the Current Bitcoin Frenzy Possibly Hasn't Peaked Yet
Google search activity for Bitcoin still hasn't reached late-2017 levels, and retail and institutional support for Bitcoin as a store of value appears to have grown meaningfully since then.
Salesforce.com Looks More Reasonably Priced Than Many of its Peers
The CRM software giant sports relatively low sales and billings multiples, and it stands to benefit in several ways from COVID's impact on enterprise tech adoption.
Intel Could Benefit from an Activist -- But There's No Silver Bullet Available
Intel's manufacturing setbacks likely mean that it has to choose between sacrificing market share and sacrificing margins.
3 Inexpensive Tech Stock Ideas for 2021
Profitable companies with low multiples and some growth drivers can still be found if one looks around.
Groupon and Yelp Could Do Much Better in 2021 Than Markets Expect
The companies are both run more efficiently today than they were 12 months ago, and could see their sales rise sharply as local business activity rebounds next year.
A Look Back at 20 Tech Predictions for 2020 (Part Two)
RealMoney's Eric Jhonsa reviews which of his 2020 tech predictions did and didn't pan out.
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