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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
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