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Вміст надано Citywire: The Wealth Show. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Citywire: The Wealth Show або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Nick Clay: Why 'boring' Samsung and Cisco excite me
Manage episode 317983747 series 1973369
Вміст надано Citywire: The Wealth Show. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Citywire: The Wealth Show або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Our first episode back for 2022 is with Nick Clay, manager of the RWC Global Equity Income fund. Nick spoke about why he invests in so-called ‘boring tech’, and how some of these firms are trading like value stocks. He also commented on Samsung’s poor performance, why 5G firm Qualcomm is moving away from its reliance on Apple, and why he reduced his position in luxury goods brand Richemont.
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Manage episode 317983747 series 1973369
Вміст надано Citywire: The Wealth Show. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Citywire: The Wealth Show або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Our first episode back for 2022 is with Nick Clay, manager of the RWC Global Equity Income fund. Nick spoke about why he invests in so-called ‘boring tech’, and how some of these firms are trading like value stocks. He also commented on Samsung’s poor performance, why 5G firm Qualcomm is moving away from its reliance on Apple, and why he reduced his position in luxury goods brand Richemont.
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207 епізодів
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Схожі до The Wealth Show
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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continue reading
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continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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