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Beyond the behemoths

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Manage episode 447446802 series 3075916
内容由AllianzGI Investment Trusts提供。所有播客内容(包括剧集、图形和播客描述)均由 AllianzGI Investment Trusts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find out where Mike and the team are finding opportunities currently.

  continue reading

27集单集

Artwork
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Manage episode 447446802 series 3075916
内容由AllianzGI Investment Trusts提供。所有播客内容(包括剧集、图形和播客描述)均由 AllianzGI Investment Trusts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find out where Mike and the team are finding opportunities currently.

  continue reading

27集单集

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