48 épisodes
GP Bullhound's Podcast GP Bullhound
-
- Technologies
At GP Bullhound, we believe tech provides solutions to many of the world's problems and injustices. We are here to support global tech leaders on their mission to build a better future. In our podcasts, you will find our views and conversations covering the latest market updates. Please note that the content here is for informational purposes only, should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any GP Bullhound Fund. GP Bullhound and/or connected persons may, from time to time, have positions in and/or effect transactions in investments or related investments mentioned in this podcast and may provide financial services to the issuers of such investments. This podcast is not intended for use by private or retail investors.
-
Tech Thoughts - Friday, 16 June
Tech Thoughts - Friday, 16 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 discuss results from Adobe and Oracle and share their insights from the AMD AI day.
Today is our last episode for the summer, but we will keep you in up-to-date with our Fridays Tech Newsletter! Subscribe to our Newsletter on LinkedIn or get the news in your inbox by subscribing here https://shorturl.at/LOPQZ
#TechThoughts #TechUpdate #TechPodcast #AMD #AIday #adobe -
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.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/
#TechThoughts #TechUpdate #TechPodcast #AppleWWDC #WWDC #TSMC -
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 discuss Salesforce and Broadcom results.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/
#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts #WaltDisney #Disney #Google #Semis -
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 results, and what it means for tech and semiconductors.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/
#TechThoughts #TechUpdate #TechPodcast #Nvidia #AMD #TSMC #ASML -
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 Bullhound. Today the team discusses results from Applied Materials, Cisco, and TakeTwo.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/
#TechThoughts #TechUpdate #TechPodcast #AppliedMaterials #Cisco #TakeTwo #gaming -
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, Google's I/O day and data points across semis.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/
#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts #WaltDisney #Disney #Google #Semis