The Current Small and Midcap Landscape

Tag: disruption

QPD Podcast - 2022 Risks & Positioning (part 2)

In part two of our interview with Brian Barish, he discusses the potential risks that China and Omicron pose. He also talks about portfolio positioning and three names that meet the QPD criteria.

QPD Podcast - 2022 Outlook (part 1)

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.

QPD Podcast - Tech Through the Lens of a Value Investor

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.

Disruption: 5G

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

Disruption: Software

The second part in our disruption series, we address the growth in software and cloud computing.

Disruption: Semiconductors

The first part in our disruption series, we examine the massive changes taking place in the semiconductor industry.