Employed a smattering of tech stocks based upon technical
fundamentals and price performance alone. value investing is about
the balance sheets and free cash flows, and such and requires more
in depth analysis.
Pipeline for growth, PE vs Earnings and Revenue Growth, etc.
The amount of debt, the health of the accounting etc. Price to
book value, and if book value is too low look purely at sales
growth & margins. With the thinking that if they dont have the
assets now they can get them eventually with the growth of their
company offerings in sales revenue.