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There are no such books from what i experienced.... lol
know of the best alternative to go to if I'm trying to convince my employers to take TMT on in their investment portfolio?
One way of getting comfortable with TMT investing is to start with companies that have exposure to industries/businesses you (or the fund) are comfortable with.
I've "valued" all sorts of businesses/industries and the only industry that deserves its own book on valuation are financials/banks (ok maybe oil & gas too). Everything else can be done using some sort of cash flow metric.
hm, you mean something like a GPS tech device if you're firm is big into trucking entities? I'm trying to get the concept right
Also, you know how to respond without having entire expanded context?
Sure. You could look at someone like TRMB that offers positioning products/software or at FinTech companies like FLT or WXS that handle payment processing for fleets.
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