Strategy & economics
Josh Spencer: the future of big tech
In this video Josh Spencer, a technology analyst and portfolio manager with T Rowe Price, argues that the traditional measures used by analysts to value businesses do not readily apply to certain rapidly-growing firms.
Josh Spencer’s T Rowe Price Global Technology fund has been identified and selected by Cazenove Capital as a potentially attractive holding for some clients.
This is a video of his complete presentation. A shorter interview in which he highlights his key arguments can be viewed here.
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