Five Good Questions Podcast

In this week's Five Good Questions, we're interviewing Sundeep Bajikar about his book Equity Research for the Technology Investor. http://amzn.to/2elyFVD Sundeep Bajikar is a portfolio manager of the Acteve Model Portfolio, which is based on a value investing philosophy and process described in his book Equity Research for the Technology Investor. Previously, Sundeep was a Wall Street analyst for 9 years at Morgan Stanley & Jefferies. He spent the 9 years before that in the technology industry at Intel. He holds an MBA in Finance from Wharton, and M.S. degrees in Electrical and Mechanical Engineering from the University of Minnesota. Five Good Questions: 1. If you’re a generalist investor, do you have any business venturing into technology investments? Or are you setting yourself up for failure by venturing outside your circle of competence? Or is it that exact mindset that creates the opportunities? 2. What are your views on discussing investments with others? It seems like a difficult balance of gaining