GP Bullhound's Podcast

GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we will share a market update, our thoughts on software company results, technology conferences key takeaways, and we discuss ASMI's profit upgrade. Listen to today's insights and subscribe for weekly updates. For more information about Tech Tho...

GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today they will cover Disney's surprise announcement, the latest semiconductor results, what we are seeing in the smartphone and PC market, the European and Taiwanese Chips Acts, and some good gaming news. Listen to today's insights and subscribe for...

GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today, they will recap some of the latest headlines and insights from the public market and comment on results on Infineon, Applied Materials, Cisco and others. Listen to today's insights and subscribe for weekly updates. #TechThoughts #TechUpdate #Te...

GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will share a market update, their view on this week's results and discuss October numbers from Taiwan. Listen to today's insights and subscribe for weekly updates. #TechThoughts #TechUpdate #TechPodcast #Tech...

Friday, 4 November 2022GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we will give a market update and share our conclusions on GP Bullhound's holdings and portfolio thinking. Listen to today's insights and subscribe for weekly updates. #TechThoughts #TechUpdate #TechPodcast #TechnologyPodca...

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager at GP Bullhound. Today we will share key points on the market update and our conclusion from this week's results. Listen to today's insights and subscribe for weekly updates. #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Portfolio Manager, Nejla Salkovic, Analyst and Jenny Hardy, Portfolio Manager at GP Bullhound. Today we will share a market update and our view on this week's results and conclusions, including ASML, LAM Research, IBM, SNAP and Tesla. Listen to today's insights and sub...

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Nejla Salkovic, Analyst and Jenny Hardy, Portfolio Manager at GP Bullhound. Today we will cover semiconductors and TSMC results, IT services and Nintendo. Listen to today's insights and subscribe for weekly updates. #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcas...

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Nejla Salkovic, Analyst and Jenny Hardy, Portfolio Manager at GP Bullhound. Today we will cover the Taiwanese monthly sales numbers, the read-across to iPhone, AMD warning, company Capex and Nintendo. Listen to today's insights and subscribe for weekly updates.#TechThough...

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Nejla, Analyst and Jenny Hardy, Portfolio Manager at GP Bullhound. Today we will cover gaming, Micron, and a semiconductor and market update. Listen to today's insights and subscribe for weekly updates.#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Nejla-Selma Salkovic, Analyst, and Jenny Hardy, CFA, Portfolio Manager at GP Bullhound. Today we will cover gaming, Nvidia, Qualcomm and an Accenture update. Listen to today's insights and subscribe for weekly updates.#TechThoughts #TechUpdate #TechPodcast #TechnologyPodc...

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager at GP Bullhound. Today we will cover Oracle, Adobe's acquisition of Figma and an update on the semiconductors. Listen to today's insights and subscribe for weekly updates.#TechThoughts #Tech #Technology #TechUpdate #TechTrends #TechPodcas...

GP Bullhound Technology Podcasts! Our weekly market round-up with Nejla-Selma Salkovic and Jenny Hardy. The team is in NY for the Citi's 2022 Global Technology Conference, meeting many amazing tech companies. Today they will introduce the key takeaways from the conference, tech updates from Taiwan and the new iPhone launch! Listen to today's insights and subscribe for weekly updates. #TechThoughts...

GP Bullhound Technology Podcasts are back! Our weekly market round-up with Inge Heydorn, Nejla-Selma Salkovic and Jenny Hardy, who joined the team recently. It has been a summer full of tech data points and earning reports to analyse. The markets have been struggling around several issues such as inflation, rising rates and the health of the consumer. Listen to today´s insights and subscribe for w...

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including semiconductors, cloud demand and the gaming sector.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #semis #semiconductors #cloud #cloudDemand

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including Micron results, the consumer weakness and the Gaming sector.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #micronResults #consumerWeakness

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including Oracle and Adobe software, the semiconductors and the Gaming sector.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #oracleSoftware #OracleUpdate #AdobeSoftw...

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn. Today's episode covers this week's market update, including the current demand for tech products and an Apple update.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #AppleUpdate #techDemand

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including Salesforce and Microsoft updates, the tech demand discussions and the Gaming sector.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #gaming #gamingindustry #...

Today's episode covers this week's market update, tech results, the Snap warning, Nvidia, Snowflake, Broadcom and the Gaming sector.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #semiconductors #semis #gaming #gamingindustry #gamingUpdate #SnapWarning #techResults #Nvidia #Snowflake #Broadcom

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn. Today's episode covers this week's market update, Walmart, and semiconductors. Subscribe to our channel and stay up to date on market news.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #semiconductors #semis

GP Bullhound's Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including e-commerce, semiconductors and gaming. Subscribe to our channel and stay up to date on market news.#TechThoughts #Tech #Technology #TechUpdate #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #ecommerce #ecom...

GP Bullhound : The 10 year vision podcast! Our Co-founders and Managing Partners, Hugh Campbell, Manish Madhvani and Per Roman, outline the GP Bullhound strategy and vision for the next decade and how that overlaps with developing themes we see in the technology and software sector. Hosted by Ben Prade, Partner. Table of content:00:30 - Welcome01:46 - Where to invest going forward? How can busines...

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including e-commerce, AMD, semiconductors and gaming. Subscribe to our channel and stay up to date on market news.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #ecom...

Today's episode covers this week's market update, including software, semicap equipment, social platforms and gaming. Subscribe to our channel and stay up to date on market news. This episode is hosted by:Inge Heydorn, Partner at GP BullhoundNejla-Selma Salkovic, Analyst at GP BullhoundMaria Lazareva, Research Analyst at GP Bullhound#TechThoughts #Tech #Technology #TechUpdate #gaming #software #ga...