Tech Thoughts - Friday, 25 November 2022

Tech Thoughts - Friday, 25 November 2022

GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today they will cover Disney's surprise announcement, the latest semiconductor results, what we are seeing in the smartphone and PC market, the European and Taiwanese Chips Acts, and some good gaming news.Listen to today's insights and subscribe for weekly updates. For more information about Tech Thoughts and insights, visit gpbullhound.com/...

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Avsnitt(51)

The Conversations: GP Bullhound South East Asia Report

The Conversations: GP Bullhound South East Asia Report

In this episode of "The Conversations", Shahril Hamdan and Ben Prade explore Southeast Asia’s growing potential as a tech and investment hub. They discuss the region’s strong economic fundamentals, yo...

12 Feb 202536min

The Conversations, GP Bullhound's Technology Predictions 2025

The Conversations, GP Bullhound's Technology Predictions 2025

In the latest episode of "The Conversations" Per Roman, Alec Daffener, and Callum Stewart dive into the 18th edition of GP Bullhound's Technology Predictions report.Explore their insights on the monum...

14 Jan 202526min

The Conversations, Per Roman & Ben Prade discussing AI

The Conversations, Per Roman & Ben Prade discussing AI

This is The Conversations, a podcast from GP Bullhound. In this episode, Managing Partner and Co-Founder Per Roman, alongside Partner Ben Prade unpack the AI revolution, discussing progress made so fa...

13 Dec 202432min

Tech Thoughts - Friday, 16 June

Tech Thoughts - Friday, 16 June

Tech Thoughts - Friday, 16 JuneGP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today the team disc...

16 Juni 202311min

Tech Thoughts - Friday, 9 June

Tech Thoughts - Friday, 9 June

GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today the team will discuss Apple's WWDC and TSMC....

9 Juni 202311min

Tech Thoughts - Friday, 2 June

Tech Thoughts - Friday, 2 June

GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today the team will give an update on AI and ...

2 Juni 202316min

Tech Thoughts - Friday, 26 May 2023

Tech Thoughts - Friday, 26 May 2023

GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today, we discuss our core holding Nvidia's ...

26 Maj 202311min

Tech Thoughts - Friday, 19 May

Tech Thoughts - Friday, 19 May

GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, CFA, Portfolio Manager and Nejla-Selma Salkovic, Analyst at GP Bullhoun...

19 Maj 202313min

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