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

"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)

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