Can a value investor, steeped in Graham & Dodd, love tech stocks? Yes, according to David Polen, who has created a “systematic valuation discipline” that adapts a growth-stock strategy to classic valuation metrics.There must be something to

From Silicon Alley Insider, May 15, 2008:Carl Icahn owns 59 million Yahoo shares (YHOO), or 4% of the
company. John Paulson, head of merger-arb shop Paulson & Co., who
made a reported $3 billion personally shorting sub-prime last year,
owns 50 mill