GP Bullhound's Podcast - podcast cover

GP Bullhound's Podcast

GP Bullhoundwww.gpbullhound.com

At GP Bullhound, we believe tech provides solutions to many of the world's problems and injustices. We are here to support global tech leaders on their mission to build a better future. In our podcasts, you will find our views and conversations covering the latest market updates. Please note that the content here is for informational purposes only, should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any GP Bullhound Fund. GP Bullhound and/or connected persons may, from time to time, have positions in and/or effect transactions in investments or related investments mentioned in this podcast and may provide financial services to the issuers of such investments. This podcast is not intended for use by private or retail investors.

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Episodes

Tech Thoughts - 28 October 2022

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager at GP Bullhound. Today we will share key points on the market update and our conclusion from this week's results. Listen to today's insights and subscribe for weekly updates. #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts

Oct 28, 202213 min

Tech Thoughts - Friday, 21 October 2022

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Portfolio Manager, Nejla Salkovic, Analyst and Jenny Hardy, Portfolio Manager at GP Bullhound.Today we will share a market update and our view on this week's results and conclusions, including ASML, LAM Research, IBM, SNAP and Tesla. Listen to today's insights and subscribe for weekly updates.#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts

Oct 21, 202219 min

GP Bullhound Tech Thoughts - Week 41

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Nejla Salkovic, Analyst and Jenny Hardy, Portfolio Manager at GP Bullhound. Today we will cover semiconductors and TSMC results, IT services and Nintendo.Listen to today's insights and subscribe for weekly updates. #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts

Oct 14, 202215 min

GP Bullhound Tech Thoughts - Week 40

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Nejla Salkovic, Analyst and Jenny Hardy, Portfolio Manager at GP Bullhound. Today we will cover the Taiwanese monthly sales numbers, the read-across to iPhone, AMD warning, company Capex and Nintendo. Listen to today's insights and subscribe for weekly updates.#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts

Oct 07, 202216 min

GP Bullhound Tech Thoughts - Week 39

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Nejla, Analyst and Jenny Hardy, Portfolio Manager at GP Bullhound. Today we will cover gaming, Micron, and a semiconductor and market update.Listen to today's insights and subscribe for weekly updates.#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts

Sep 30, 202218 min

GP Bullhound Tech Thoughts - Week 38

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Nejla-Selma Salkovic, Analyst, and Jenny Hardy, CFA, Portfolio Manager at GP Bullhound. Today we will cover gaming, Nvidia, Qualcomm and an Accenture update.Listen to today's insights and subscribe for weekly updates.#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts

Sep 23, 202214 min

GP Bullhound Tech Thoughts - Week 37

Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager at GP Bullhound. Today we will cover Oracle, Adobe's acquisition of Figma and an update on the semiconductors.Listen to today's insights and subscribe for weekly updates.#TechThoughts #Tech #Technology #TechUpdate #TechTrends #TechPodcast #TechnologyPodcasts

Sep 16, 202217 min

GP Bullhound Tech Thoughts - Week 36

GP Bullhound Technology Podcasts! Our weekly market round-up with Nejla-Selma Salkovic and Jenny Hardy. The team is in NY for the Citi's 2022 Global Technology Conference, meeting many amazing tech companies. Today they will introduce the key takeaways from the conference, tech updates from Taiwan and the new iPhone launch!Listen to today's insights and subscribe for weekly updates. #TechThoughts #Tech #Technology #TechUpdate #TechTrends #TechPodcast #TechnologyPodcasts

Sep 09, 20229 min

GP Bullhound Tech Thoughts – Week 35

GP Bullhound Technology Podcasts are back! Our weekly market round-up with Inge Heydorn, Nejla-Selma Salkovic and Jenny Hardy, who joined the team recently. It has been a summer full of tech data points and earning reports to analyse. The markets have been struggling around several issues such as inflation, rising rates and the health of the consumer.Listen to today´s insights and subscribe for weekly updates.#TechThoughts #Tech #Technology #TechUpdate #TechTrends #TechPodcast #TechnologyPodc...

Sep 02, 202217 min

GP Bullhound Tech Thoughts - Week 26

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including semiconductors, cloud demand and the gaming sector.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #semis #semiconductors #cloud #cloudDemand

Jul 08, 20229 min

GP Bullhound Tech Thoughts - Week 25

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including Micron results, the consumer weakness and the Gaming sector.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #micronResults #consumerWeakness

Jul 01, 20226 min

GP Bullhound Tech Thoughts - Week 24

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including Oracle and Adobe software, the semiconductors and the Gaming sector.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #oracleSoftware #OracleUpdate #AdobeSoftware #AdobeUpdate #semis #semiconductors

Jun 17, 20228 min

GP Bullhound Tech Thoughts - Week 23

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn. Today's episode covers this week's market update, including the current demand for tech products and an Apple update.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #AppleUpdate #techDemand

Jun 10, 20225 min

GP Bullhound Tech Thoughts - Week 22

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including Salesforce and Microsoft updates, the tech demand discussions and the Gaming sector.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #gaming #gamingindustry #gamingUpdate #Salesforce #SalesforceUpdate #Microsoft #MicrosoftUpdate

Jun 03, 20229 min

GP Bullhound Tech Thoughts - Week 21

Today's episode covers this week's market update, tech results, the Snap warning, Nvidia, Snowflake, Broadcom and the Gaming sector.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #semiconductors #semis #gaming #gamingindustry #gamingUpdate #SnapWarning #techResults #Nvidia #Snowflake #Broadcom

May 27, 202213 min

GP Bullhound Tech Thoughts - Week 20

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn. Today's episode covers this week's market update, Walmart, and semiconductors. Subscribe to our channel and stay up to date on market news.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #semiconductors #semis

May 20, 20227 min

GP Bullhound Tech Thoughts - Week 19

GP Bullhound's Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including e-commerce, semiconductors and gaming. Subscribe to our channel and stay up to date on market news.#TechThoughts #Tech #Technology #TechUpdate #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #ecommerce #ecommerceUpdate #Semiconductors

May 13, 20229 min

GP Bullhound : The 10 year vision

GP Bullhound : The 10 year vision podcast! Our Co-founders and Managing Partners, Hugh Campbell, Manish Madhvani and Per Roman, outline the GP Bullhound strategy and vision for the next decade and how that overlaps with developing themes we see in the technology and software sector. Hosted by Ben Prade, Partner. Table of content:00:30 - Welcome01:46 - Where to invest going forward? How can businesses adapt going forward to this new normal?05:04 - What is happening in the market right now...

May 09, 202258 min

GP Bullhound Tech Thoughts - Week 18

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, including e-commerce, AMD, semiconductors and gaming. Subscribe to our channel and stay up to date on market news.#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #ecommerce #ecommerceUpdate #Semiconductors

May 06, 20227 min

GP Bullhound Tech Thoughts - Week 17

Today's episode covers this week's market update, including software, semicap equipment, social platforms and gaming. Subscribe to our channel and stay up to date on market news.This episode is hosted by:Inge Heydorn, Partner at GP BullhoundNejla-Selma Salkovic, Analyst at GP BullhoundMaria Lazareva, Research Analyst at GP Bullhound#TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #socailMedia #SemicapEqui...

Apr 29, 202210 min

GP Bullhound Tech Thoughts - Week 16

GP Bullhound Podcast! Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic is now in a new format. Today's episode covers this week's market update, including Netflix, Tesla, Social Media and gaming.

Apr 22, 20228 min
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