“Thank you for last night’s presentations. Much enjoyed and much appreciated. David Brown is an enthusiast with a powerful message! Isn’t it interesting how the historical significance of what we’re going through is seldom discussed in the noisy portals of the media world.

“How to play it as an investment theme will be a fascinating challenge. It made me just a little concerned when Dr Brown suggested that ‘it is so easy to make money right now’ in the internet space – the price trends are spectacular, but would we be the greater fools to get involved right now? Like you, I’m waiting for a miss-step!

“And I agree with you and Iain on your assessment of Europe. There are many, many sceptical and cashed up investors around at the moment.

“Lots of thanks again and I look forward to the next session.”

David Fuller's view

Many thanks for these thoughtful comments.  David Brown is certainly a ‘hands on’ expert in the unbelievably exciting field of technology, which makes his views all the more relevant and exciting.  He spoke for over two hours, including questions, and it was riveting - by far the most interesting and informative technology presentation that I have attended.  

Some of the price trends shown have been spectacular, not least for biotech shares.  Consequently, entering at these levels and valuations would be very speculative, even if they do move considerably higher over the longer term.  An eventual shakeout might well create a better buying opportunity for long-term investors who are interested in this sector.  Alternatively, one can jump aboard an accelerating trend with a trailing stop, hoping that the price pushes higher before the next significant correction occurs.