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 Look Back at 20 Tech Predictions for 2020 (Part One)
RealMoney's Eric Jhonsa reviews which of his 2020 tech predictions did and didn't pan out.
2021 Is Shaping Up to Be a Strong Year for Software M&A
It's easy to see both large software companies and PE firms targeting at least a few moderately-valued software firms next year.
Boom Times Continue for Chipmakers in Spite of Industry Chaos
The tide might eventually turn in 2021, but chip demand looks poised to remain strong at least for the next few months.
3 Possibilities for When the Bubble Bursts for High-Multiple Tech Stocks
If it doesn't end soon, the frenzy for select tech names could last until vaccines drive changes in consumer spending, or until inflation begins picking up.
Snowflake Is Being Given a Nosebleed Valuation Despite Intensifying Competition
Microsoft just made a rival cloud data warehouse service generally available to customers, while Amazon and Google continue to improve their rival offerings.
AT&T's HBO Max Strategy Change Doesn't Go Far Enough -- Not Yet, Anyway
If AT&T is serious about making HBO Max a top-tier streaming player, it needs to provide first-day access to Warner Bros. films permanently, rather than until the end of 2021.
Not All of Tech Is in a Bubble -- But Certain Parts of it Arguably Are
Electric car makers, high-growth software firms and select tech companies operating in consumer-facing industries have been bid up to nosebleed valuations.
Salesforce's Earnings and the Slack Deal: 7 Important Things That Were Shared
Salesforce beat estimates, issued mixed quarterly guidance, confirmed the Slack acquisition and outlined its post-acquisition plans for Slack.
5 Thoughts on Salesforce's Reported Interest in Acquiring Slack
Salesforce could see value both in how Slack is used to collaborate with co-workers and in how it's increasingly used to engage with customers.
DoorDash's Financials Bode Well for its IPO
In addition to seeing blistering growth, the U.S. restaurant-delivery leader has been cash-flow positive this year. That makes for quite the contrast with Uber's delivery unit.
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