“This is a marathon investing, not a sprint,” says Bob Olstein, chairman and CIO of Olstein Capital Management. Investing isn’t like football. If you lose a game 45-0 you get to start over fresh the next game. In the markets if you lose, you start off down the next day, says Olstein. Companies like social media, biotech, and cloud companies are over valued and in a bubble, he adds. Perception and actual worth are not on the same page.