In-depth analysis of quality and disruptive tech stocks. Examples of successful multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. I'll be researching similar names here, as well as the key topics in the tech sector.
I studied software engineering and finance, and was afterwards employed as a portfolio manager covering the tech sector, now with more than 15 years of investment experience.
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I explore the drivers of shareholder value for tech companies and their stakeholders.
Weekly semiconductor and deep tech analysis. Semis are as uncertain as ever, and *now* is the best time to pay attention.