Is there someone profound like him who thinks about the tech sector? Especially about companies that yet have to beome profitable?
Secondly, he has a strategy to often invest in private companies, leaving old management in place, and hold for a long time, and benefit from profits, not from stock changes(means he can hold the company for the long time).
So for private companies, one major reason owners prefer him - his that this business is their "baby" so even after cashing out, they still get to manage it.
This is unlike what most private equity investors do.
So when he goes to make a deal with those companies, there's little competition from other investors, so he can buy at a lower price.
So he just seems like genius stock picker, but he really isn't.
As for predicting who in tech will become profitable ? i doubt that someone will share that information freely.
Rumors is he's looking into buying Berkshire Hathaway and renaming it into Berkshire Chamathaway.
https://en.wikipedia.org/wiki/Constellation_Software
It is the closest to the Berkshire Hathaway model that I know of in software.