EPISODE · Dec 13, 2024 · 25 MIN
AMI Asset Management Investment Perspective Episode #7 - 12/13/2024
from AMI Asset Management Investment Perspective · host AMI Asset Management
In this week’s episode, we explore key economic data points and developments across various sectors. In healthcare, we delve into GLPs, while in tech, we cover Google’s quantum computing breakthrough and the implications of new FTC chair appointments for pro-business growth. We also analyze Broadcom’s XPU market size estimates. In the consumer sector, we examine recent M&A trends, insights from Nielsen data, and notable lawsuits shaping the landscape.
What this episode covers
In this week’s episode, we explore key economic data points and developments across various sectors. In healthcare, we delve into GLPs, while in tech, we cover Google’s quantum computing breakthrough and the implications of new FTC chair appointments for pro-business growth. We also analyze Broadcom’s XPU market size estimates. In the consumer sector, we examine recent M&A trends, insights from Nielsen data, and notable lawsuits shaping the landscape.
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AMI Asset Management Investment Perspective Episode #7 - 12/13/2024
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