Tamzin talks Tech with Gareth Evans from Progressive Equity Research

from PIWORLD Investor Podcasts · host piworld

This video can be seen at: https://www.piworld.co.uk/2018/10/29/tamzin-talks-tech-with-gareth-evans-from-progressive-equity-research/ Tamzin talks Tech with Gareth Evans from Progressive Equity Research Gareth has over 15 years research experience covering pan-European Chemicals & Technology sectors. He founded Progressive Equity Research in 2012. Formerly, Gareth held research positions at ABN AMRO, Canaccord & Investec, where he was Joint Head of Research and was awarded techMARK Analyst of the Year in 2006. Gareth’s background & ROCE – 00:22 The dotcom crash v today – 05:20 How do we value tech stocks (models)? - 07:53 Where are we at in the tech cycle? - 19:36 Which areas of tech excite you the most? -20:56 Who will be the winners and losers? - 24:40 Do you understand the current sell-off in tech? - 26:58 Is the current market volatility a blip, or more serious? - 33:03 In the current market, are you a buyer or seller of tech? - 36:03

What this episode covers

This video can be seen at: https://www.piworld.co.uk/2018/10/29/tamzin-talks-tech-with-gareth-evans-from-progressive-equity-research/ Tamzin talks Tech with Gareth Evansfrom Progressive Equity Research Gareth has over 15 years research experience covering pan-European Chemicals & Technology sectors. He founded Progressive Equity Research in 2012. Formerly, Gareth held research positions at ABN AMRO, Canaccord & Investec, where he was Joint Head of Research and was awarded techMARK Analyst of the Year in 2006. Gareth’s background & ROCE – 00:22The dotcom crash v today – 05:20How do we value tech stocks (models)? - 07:53Where are we at in the tech cycle? - 19:36Which areas of tech excite you the most? -20:56Who will be the winners and losers? - 24:40Do you understand the current sell-off in tech? - 26:58Is the current market volatility a blip, or more serious? - 33:03In the current market, are you a buyer or seller of tech? - 36:03

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