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Talking Tech: Episode 4
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As some 45,000 people attended London's Tech Week last week, George O'Connor and Ian Robertson got together to talk about the latest sector news.
With the theme of rates higher for longer equating to lower for longer, George touched on how this macro centric year of elections was effecting the growth prospects of Small Caps. Ian discussed the geo-spatial theme linking two of our stocks, Idox and Oxford Metrics, who reported recently. Both companies are on the acquisition trail and Ian and George pondered whether the more realistic prices seen lately would bring a flow of companies back from private equity and venture capital markets into the public market.
The pair looked at the similarities and differences between the customers and backers of Cisco and NVIDIA and the tendency for tech investors to buy into a trend rather than the business case when there are so many tech stocks and ecosystems to consider. Lastly they talked about the 10x over-subscribed Raspberry Pi IPO and questioned the price discovery process following the 43% hike in share price.
Companies mentioned include:
Idox, Oxford Metrics, Tracsis, RWS, NVIDIA, Cisco, Meta, Google, Microsoft, Wintel, NetScientific and Raspberry Pi.
If you enjoyed listening to the Talking Tech podcast you might like to take a look at the accompanying Talking Tech insights.
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