
Mike Seidenberg discusses the potential of mid- and large-cap technology companies for long-term growth compared to mega-cap firms.
Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the mid- and large-cap sector for long term growth. Mike delves into the complexities and limitations of mega-cap companies, making a compelling case for shifting the focus to mid- and large-caps, where opportunities for faster growth and innovation are often more abundant. Hosted on Acast. See acast.com/privacy for more information.
Explore listener stats, chart rankings, contacts and more on the Silicon Valley Byte Size - The Allianz Technology Trust Podcast podcast page.