MENGENAI EPISOD INI
This week George and Ian canter through the newsflow of recent weeks, Bytes, Accesso, Northcoders and Hostelworld.
Is Bytes broken? No, but its reputation has taken another beating.
Hostelworld’s direct marketing expense reminds us why many startups sometimes feel they are just working for Google.
Reflecting on Salesforce’s recent wins with the US government, George looks back upon the Efficiency and Reform Group in the UK and whether its cost saving success will be repeated.
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EPISOD LAIN DALAM PODCAST INI
George and Ian catch up on US giants results, reflecting on very different approaches and perhaps outlooks, before considering whether the IPO noise is consistent with the share price performance of UK tech stocks.
Microsoft - AI reality, talk of returns on its own investment on AI but no real i ...
George and Ian catch up on events in and around the UK small and mid-cap listed tech.
Big Beautiful Trade Prosperity deal – George tries to put in it some kind of context vs the scale of what is happening elsewhere. Has the UK sold its soul or did that really happen years ago? Look to the posit ...
UK vs US tech valuations – reflecting on wider and individual stocks. Looking at several leading UK tech stocks, including Computacenter, Raspberry Pi and Kainos, George examines the ‘p/e discount’ issue but it’s clearly more nuanced than just growth.
Ian questions why it takes so long for the ...
George and Ian catch up on events in and around the UK small and mid-cap listed tech.
Visma – potential London IPO. Parallels with Sage are inevitable. Visma has grown through acquisition but still delivers on organic growth. It does not, however, scale per the SaaS storybook. A judgement in st ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Progressive Equity Research, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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