EPISODE · Jul 17, 2024 · 13 MIN
Is bigger always better?
from Silicon Valley Byte Size - The Allianz Technology Trust Podcast
Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the mid- and large-cap sector for long term growth. Mike delves into the complexities and limitations of mega-cap companies, making a compelling case for shifting the focus to mid- and large-caps, where opportunities for faster growth and innovation are often more abundant. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the mid- and large-cap sector for long term growth. Mike delves into the complexities and limitations of mega-cap companies, making a compelling case for shifting the focus to mid- and large-caps, where opportunities for faster growth and innovation are often more abundant. Hosted on Acast. See acast.com/privacy for more information.
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Is bigger always better?
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