Tag "tech companies"
Capitalizing on cloud migration | EP65
The implications of cloud migration for enterprises, investors, and business models.
What the FAANG is going on? | EP62
Exploring the why behind the FAANG’s outsized stock returns and the overall challenges of valuating tech companies.
Playing the plan: Mawer's U.S. equity portfolio | EP60
Lead portfolio manager, Grayson Witcher, discusses how the team is positioning the portfolio amidst the current uncertainty.
Quarterly update | Q1 2020 | EP59
A review of the quarter: how we’re positioning our portfolios and what investors should keep in mind during these volatile times.
Mawer market update March 2020 | EP55
CIO Paul Moroz discusses our strategy and thoughts during this time of significant market volatility.
Technical debt | EP48
This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan Phadke, on the ramifications of technical debt to businesses and investors.
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