Tag: disruption

Cambiar President Brian Barish joins the QPD Podcast for the first episode of 2022. In part one, Brian reflects back on 2021 and provides an outlook for the coming year.

Investment Principal Joe Chin sits down to discuss the pandemic effects on technology, disruptions he sees in the near future, the importance of intangible assets, and how value investors should evaluate the tech space.

The third part in our disruption series, Senior Analyst Joe Chin discusses the benefits of 5G.

The second part in our disruption series, Investment Principal Munish Malhotra addresses the growth in software and cloud computing.

The first part in our disruption series, Investment Principal Munish Malhotra examines the massive changes taking place in the semiconductor industry.