Talking Tech - Episode 17

from PIWORLD Investor Podcasts · host piworld

Progressive analysts George O'Connor and Ian Robertson catch up on small and mid-cap tech news. George has been looking at some resilient and upbeat news from smaller less well-known players SRT, Xaar and Microlise and is still recovering from the not too surprising news that Computacenter has not delivered its 20th year of earnings growth. Gamma results have encouraged Ian and whilst enthused by Judges Scientific as a company he is disappointed by the analyst meeting – where did all the research go? The leads to reflection on Ian’s recent blog comparing listed company micro-cap funds and VC funds, which suggests that something has gone wrong with the small-cap due-diligence / investment decision ‘stack’. This has knock on impacts across small and mid-cap. Is more research the answer?

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This episode was published on April 2, 2025.

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