Name: Hunting for Bargains in Recent Tech Weakness
Uploaded: 2026-02-18T17:44:03.788-06:00
Duration: 6 min 7 s
Description: Jonathan Tepper is taking advantage of recent tech weakness, sorting out the fairly punished from the unfairly punished. His fund is long-only, and he highlights CarGurus (CARG) as one of their top holdings. He likes companies with strong “network effects.” Value-oriented investors have a big opportunity, he believes.

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Jonathan Tepper is taking advantage of recent tech weakness, sorting out the fairly punished from the unfairly punished. His fund is long-only, and he highlights CarGurus (CARG) as one of their top holdings. He likes companies with strong “network effects.” Value-oriented investors have a big opportunity, he believes.

Hunting for Bargains in Recent Tech Weakness

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