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Could Earnings Resets Boost Technology Stocks?
Manage episode 346835802 series 1157685
Content provided by ClearBridge Investments, LLC, ClearBridge Investments, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearBridge Investments, LLC, ClearBridge Investments, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Sector Analysts Hilary Frisch and Naveen Jayasundaram discuss the headwinds that have impacted mega cap and other long duration growth stocks in 2022 and how they are sifting through the rubble to identify compelling opportunities in derisked or overlooked companies in technology, internet and related areas.
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Manage episode 346835802 series 1157685
Content provided by ClearBridge Investments, LLC, ClearBridge Investments, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearBridge Investments, LLC, ClearBridge Investments, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Sector Analysts Hilary Frisch and Naveen Jayasundaram discuss the headwinds that have impacted mega cap and other long duration growth stocks in 2022 and how they are sifting through the rubble to identify compelling opportunities in derisked or overlooked companies in technology, internet and related areas.
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Similar to Authentically Active: The ClearBridge Podcast
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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…
continue reading
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