No. of Recommendations: 2
I don't really pay much attention to spam mail, but this one caught my eye:

"Consider the example of value investing icon Warren Buffett.

Over the past decade, Buffett's Berkshire Hathaway (NYSE: BRK-B) has returned 13.30% per year. This trails the 15.08% annual returns of the S&P 500 by close to 2%.

The contrast with the tech sector is even more startling. Over the past 10 years, the tech-heavy Nasdaq index has generated an average return of 20.04% per year.

That means that the Oracle of Omaha has trailed the U.S. tech index by an average of 6.74% every year since 2009!..."

Further on...

"Andreessen points out that the secret to Buffett's success is that he bets against change. Every Buffett investment assumes that things will go on pretty much as they always have.

By investing in the Kraft Heinz Company (Nasdaq: KHC) and the Coca-Cola Company (NYSE: KO), Buffett is betting that U.S. consumers will continue to eat hot dogs with ketchup and drink Coke, just as they have in the past.

According to Buffett's philosophy, consistent profits generated by businesses with wide moats trump "story stocks" over the long run.

Andreessen's philosophy is the exact opposite.

Sitting atop his perch on Sand Hill Road in Palo Alto, California, Andreessen bets exclusively on ideas that he expects will change the world.

Andreessen's highest-profile investments, Facebook (Nasdaq: FB) and Twitter (NYSE: TWTR), barely existed a decade ago.

At least five of Andreessen's unicorns - Airbnb, Lyft, PagerDuty, Pinterest and Slack - will go public in the next 12 months.

Put another way...

Buffett created massive value for Berkshire Hathaway shareholders over the past 50-plus years. But Buffett has never invested in anything that has changed the world...."

THE MARKET LOOKS FORWARD. When Fools like rdutt talks about TWLO, AYX, MDB, OKTA, NTNX, SQ, TTD, and AMZN, he's looking forward. IMHO, this is why many value (at least mine) screens work like absolute garbage.

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