Tech companies have carved out a special place in the zeitgeist. Like Sting and Madonna, they often go by singular names and, in many cases, those names have become verbs.

We don’t search online, we Google. We don’t request a ride, we Uber. Often, when companies reach such a status, there is a coalescence between their use in parlance, our use of their products in everyday life, and a sky-high share price.

The question we, as investors, must seek to ask and answer, however, only concerns the latter. Is the business priced appropriately for the expected future return? That’s not so easy to do when the whole world is in love with a company, and its products are so widely used.

But that’s what fund managers signed up for, and so that’s the question, amongst others, that we’re exploring in this episode of Buy, Hold, Sell, where Livewire’s James Marlay was joined by Vihari Ross from Antipodes, and James Tsinidis from Munro Partners. 

For good measure, Ross and Tsinidis each share a tech stock they think is so compelling you can't ignore it. 

Note: This episode was recorded on Wednesday, 26 February 2025.