Below is an interesting article discussing value investor David Einhorn who is betting against some of the high-flying technology stocks that are trading at valuations reminiscent of the late 1990’s.  I definitely agree with his investment thesis and I’m sure that some of the stocks he is shorting are stocks like Twitter, Tesla, LinkedIn etc.  Everything has to workout perfectly for these businesses to be worth these valuations and even then thee is absolutely no margin of safety.

 

http://www.bloomberg.com/news/2014-04-22/einhorn-seeing-cool-kid-companies-shows-growing-tech-bubble.html