Leon Cooperman's investment strategy: Underweight tech, favoring free cash flow

Leon Cooperman, Chairman and CEO of Omega Family Office, outlines his firm's "bottom-up stock picker" strategy, which currently involves being underweight in the technology sector. He discusses concerns around private equity and private credit lending to software companies, noting that while some are in trouble, he does not see the situation as "extreme" for well-managed firms like Apollo. He looks for companies with strong free cash flow and sound management.