GP Bullhound's Podcast: Recent Episodes
GP Bullhound
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.
Tech Thoughts - Friday, 16 JuneGP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today the team discuss results from Adobe and Oracle and share their insights from the AMD AI day.
Today is our last episode for the summer, but we will keep you in up-to-date with our Fridays Tech Newsletter! Subscribe to our Newsletter on LinkedIn or get the news in your inbox by subscribing here https://shorturl.at/LOPQZ
TechThoughts #TechUpdate #TechPodcast #AMD #AIday #adobe
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. oday the team will discuss Apple's WWDCand TSMC.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/
TechThoughts #TechUpdate #TechPodcast #AppleWWDC #WWDC #TSMC
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today the team will give an update on AI and discuss Salesforce and Broadcom results.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts #WaltDisney #Disney #Google #Semis
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today, we discuss our core holding Nvidia's results, and what it means for tech and semiconductors.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/
TechThoughts #TechUpdate #TechPodcast #Nvidia #AMD #TSMC #ASML
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, CFA, Portfolio Manager and Nejla-Selma Salkovic, Analyst at GP Bullhound. Today the team discusses results from Applied Materials, Cisco, and TakeTwo.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/
TechThoughts #TechUpdate #TechPodcast #AppliedMaterials #Cisco #TakeTwo #gaming
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today we will discuss Walt Disney results, Google's I/O day and data points across semis.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts #WaltDisney #Disney #Google #Semis
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with Inge Heydorn, Partner at GP Bullhound. Today Inge will give results updates on Infineon and Apple and share his views on the 2H demand.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public markets team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today they will discuss the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout.
For more information about Tech Thoughts and insights, visit here.
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today we will discuss the earnings season, including TSMC, ASML and LAM Research.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/tech-thoughts/
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today we will discuss TSMC, Infineon and the latest on semiconductor demand.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/tech-thoughts/
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, CFA, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will discuss Nvidia's GTC event, news flow around semis and politics, and Amazon's gaming announcements.
For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/tech-thoughts/
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we share an update on #AI and #semis.
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we discuss the week's results, conference takeaways from AMD, Intel and LAM Research, and the latest gaming data points.
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, and Jenny Hardy, Portfolio Manager. Today, we discuss Workday, Salesforce results, AI commentary, Broadcom, and Infineon.
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
*Friday, 24 February 2023
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we discuss AI and Nvidia, Palo Alto Networks, Cap Gemini and data points to further consumer weakness.
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts*
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we discuss Applied Materials, Global Foundries, ADI and semis. We also look at Cisco and the infrastructure market, and how to play AI.
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we will discuss the AI war between Google and Microsoft, what we're seeing so far this year in the semiconductor industry, as well as other takeaways from this week's results across tech.
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will share this week's tech results, including Microsoft and ASML updates.
Listen to today's insights and subscribe for weekly updates.
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will share a market update and, discuss semicap equipment, the gaming market and dive into Netflix results.
Listen to today's insights and subscribe for weekly updates.
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager, and Nejla-Selma Salkovic, Analyst. Today, we will share a market update, and discuss the CES consumer conference in Las Vegas, semiconductors, IT consultants, and gaming. Listen to today's insights and subscribe for weekly updates.
For more information about Tech Thoughts, please visit https://www.gpbullhound.com/tech-thoughts/.
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast - last episode of the year! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will share a market update and discuss Adobe and Oracle results, November gaming data, and an update on the China semis market.
Thank you to all of our 2022 listeners. We will meet again on Friday, 13 January, for more market updates. Have a great holiday break!
Listen to today's insights and subscribe for weekly updates. Subscribe to our Tech Thoughts newsletter for weekly updates: next week, we will be releasing predictions for 2023! LINK to subscription
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Friday, 9 December 2022
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will share a market update and discuss TSMC's Arizona event and its impact on semis, Taiwanese November sales numbers and software results.
Listen to today's insights and subscribe for weekly updates.
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we will share a market update, our thoughts on software company results, technology conferences key takeaways, and we discuss ASMI's profit upgrade.Listen to today's insights and subscribe for weekly updates.
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today they will cover Disney's surprise announcement, the latest semiconductor results, what we are seeing in the smartphone and PC market, the European and Taiwanese Chips Acts, and some good gaming news.
Listen to today's insights and subscribe for weekly updates.
For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today, they will recap some of the latest headlines and insights from the public market and comment on results on Infinia, Applied Materials, Cisco and others.
Listen to today's insights and subscribe for weekly updates.
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will share a market update, their view on this week's results and discuss October numbers from Taiwan.
Listen to today's insights and subscribe for weekly updates.
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Friday, 4 November 2022
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we will give a market update and share our conclusions on GP Bullhound's holdings and portfolio thinking.
Listen to today's insights and subscribe for weekly updates.
TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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
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
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
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
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
Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Ingle Heydorn, Partner and Jenny Hardy, 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
Podcast time: GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Ingle 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
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
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 #TechnologyPodcasts
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
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
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
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
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
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
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
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
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 - Welcome
01:46 - 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?
08:00 - All tech is not created equal
09:50 - What are the core themes within the tech spectrum that people should be looking at?
15:16 - New players in the buyout market: Elon Musk taking over Twitter
17:23 - How to survive good and bad times
22:32 - GP Bullhound - 10 year vision
27:45 - Turning from cottage to scale and global
33:23 - How to drive diversity and a kind of a sustainability
38:01 - How will inflation affect tech?
39:47 - It takes a long time to build a great company
42:52 - Metaverse
45:26 - Fund VI and investment strategy
48:40 - Opportunities in tech
53:50 - Sailing, tennis & Entrepreneur’s dog club
56:50 - Thank you & Goodbye
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
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 Bullhound
Nejla-Selma Salkovic, Analyst at GP Bullhound
Maria Lazareva, Research Analyst at GP Bullhound
TechThoughts #Tech #Technology #TechUpdate #gaming #software #gaming #GamingUpdate #TechTrends #Podcast #TechPodcast #TechnologyPodcasts #socailMedia #SemicapEquipment
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.