Get deeper insight on the “massive, exponential growth phase” technology stocks are in the midst of. According to pretty well every technology CEO Jesse Gamble talks to says the same thing.
Their businesses are accelerating…and fast. They’re not talking about a one-time lift from COVID-related behavioural shifts. They’re talking about an acceleration that could last years.
Hear Gamble, Senior VP & Portfolio Manager at Donville Kent Asset Management, explain why speed, access, cost, and adoption are behind these global technological changes, discuss the 10 sectors to focus on, and the factors that make the SaaS model so “phenomenal” for high-growth and high-margin companies.
Related stories: “Phenomenal Under-Followed” Top Pick Gets No Respect