An insightful discussion with Gareth Evans, Founder of Progressive Equity Research, on the Technology Sector.
We cover tech valuations. Where are we in the tech cycle? The winners and losers? The current market sell off, and more.
Gareth draws on his experience in the pan-European Chemicals industry (relevance to ROCE), and the dotcom boom and bust. Fortunately, he substantiates why he feels today has no resemblance to 2000!
https://www.piworld.co.uk/2018/10/29/tamzin-talks-tech-with-gareth-evans-from-progressive-equity-research/
35 mins
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.
