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Tamzin talks Tech with Gareth Evans from Progressive Equity Research

Tamzin talks Tech with Gareth Evans from Progressive Equity Research

29 October 2018

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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