The Tech Investor's Playbook

Tech stocks comprise 43% of the weight of the S&P 500. Eight of America's Ten largest companies by market cap are tech firms. It truly is a tech world & we're just living in it. This fun class focuses on investing in the tech sector in which some analytical rules apply but others don't. We delve into & use free online sources & tools. We offer comprehensive instruction & even tips for relatively experienced tech investors.

• Tech's position in the financial markets.
• Investment strategy. Buy & sell discipline.
• Screening for tech Ideas.
• Investment trends.
• Fundamental analysis.
• Technical analysis to time & pace trades.
• Best free online data sources.
• Key valuation metrics.
• Going global.
• Regulatory constraints on tech companies.
• Private vs public investing.

You'll learn the basics of how to invest in tech stocks & what to look for when searching for investment candidates & how to monitor your holdings. We can delve deeper if there's audience demand.

There are no prerequisites. Just bring a keen interest in tech investing & making money.

Paul Meeks is the Co-Chief Investment Officer at Harvest Portfolio Management in Charleston. He manages the Meeks-Harvest Tech Portfolio. Paul has been an equity analyst, portfolio manager, research director, or chief Investment officer since 1987. He has focused solely on tech Investing since 1992. He created, launched, & managed the world's largest ($8 billion assets under management) tech mutual funds franchise for Merrill Lynch Investment Managers. You can watch "Tech Tune-Up with Paul Meeks" weekly on Benzinga's YouTube channel or read "Meeks's Musings" In the Charleston Mercury. Paul is also the Professor of Practice in the Accounting & Finance Department in the Citadel Baker School of Business.

Paul has BAs in Political Science & History from Williams College & an MM (MBA) from the Kellogg School of Management where he specialized in finance. He Is a Chartered Financial Analyst & a Chartered Alternative Investment Analyst. Connect with Paul Meeks on LinkedIn.