Today on the podcast, Equity Analyst Michael Vogel discusses the importance of analyzing technological shifts beyond artificial intelligence and how these shifts can impact non-tech companies in the portfolio. Michael emphasizes the cultural approach to holding views lightly and shares examples of how the Research team navigates these changes.

Key Points From This Episode:

• Tech changes, non-tech companies adapting, potential shifts

• Image sensors improve, and Kodak sales rise steadily

• Electric cars and gas stations coexist profitably

• Positive impact of legal software and AI

• Analyzing investment matrix, tech shifts, and shared research

Links: Mawer Investment Management