The Unified Theory of Value & Tech Investing (or, How Cantos Invests)

On more pensive days, which have been abundant of late, I feel a sort of odd camaraderie with the late Stephen Hawking in his quixotic striving for a unified theory of gravity and quantum mechanics. Mine being a far lesser mind, the pursuit that has dogged me in ten years of investing has been a model that unifies the so-called value investing framework solidified by Benjamin Graham and tech truisms epitomized in “growth” stocks, namely FANMAG. While there are many differences between the two apparently disparate schools of thought, there…