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technology companies

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 25, 2023 by Kiyan Zandiyeh · across every show →

Everything said about technology companies, oldest first

May 25, 2023 bullish
Prediction Not checkable as stated
Zandiyeh: Tech will capture 20% to 30% of Pakistan-Bangladesh GDP
“And that combined, you have roughly about a trillion dollars in GDP, that probably over the next 1020 years, 20 to 30% of that is up for grabs by technology companies that can service that revenue base.”
Kiyan Zandiyeh May 25, 2023 ▶ 16:54 Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
Feb 19, 2024
Assertion Supported
Mauboussin: Tech companies are not overrepresented among top compounders
“The other thing he pointed out technology companies, they're not overrepresented actually.”
Michael Mauboussin Feb 19, 2024 ▶ 44:39 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
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