Tech Thoughts - Friday, 12 May
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 will discuss Walt Disney results, Go...
12 Maj 202318min
Tech Thoughts - Friday, 5 May
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with Inge Heydorn, Partner at GP Bullhound. Today Inge will give results updates on Infineon and Apple and share his views on the 2H dema...
5 Maj 20237min
Tech Thoughts - Friday, 28 April
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public markets team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today they will discuss the Cloud update af...
28 Apr 202317min
Tech Thoughts - Friday, 21 April
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 will discuss the earnings season, i...
21 Apr 202313min
Tech Thoughts - Friday, 14 April
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 will discuss TSMC, Infineon and the ...
14 Apr 202312min
Tech Thoughts - Friday, 24 March 2023
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. Today we will ...
24 Mars 202313min
Tech Thoughts - Friday, 17 March 2023
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we share an update on #AI and #semis.For mor...
17 Mars 20239min
Tech Thoughts - Friday, 10 March 2023
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we discuss th...
10 Mars 202315min
