The man who ran the largest tech fund during dot-com bubble turns bullish on FANG stocks. Here's why

The full interview with Paul Meeks from CNBC.

"A portfolio manager who made a name of himself during the dot-com bubble is abandoning his bearish view on tech stocks.

Paul Meeks, chief investment officer at Sloy, Dahl & Holst, says he's back to "risk on" after being skeptical that the stocks could deliver strong returns." (full story @ CNBC)