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Citi Names Microsoft Top Large-Cap Software Pick, Adobe CEO Shantanu Narayen on Earnings & The Bull Case for Airbnb 12/16/22
FromTechCheck
Citi Names Microsoft Top Large-Cap Software Pick, Adobe CEO Shantanu Narayen on Earnings & The Bull Case for Airbnb 12/16/22
FromTechCheck
ratings:
Length:
44 minutes
Released:
Dec 16, 2022
Format:
Podcast episode
Description
Our anchors begin today’s show with BMO Wealth Management Chief Investment Strategist Yung-Yu Ma discussing how to navigate tech following yesterday’s massive sell-off, and Citi analyst Tyler Radke joins after naming Microsoft his top large-cap software pick. Then, our Jon Fortt shares highlights from his exclusive post-earnings interview with Adobe CEO Shantanu Narayen, and Battery Ventures General Partner Dharmesh Thakker weighs in on the current environment for M&A. Later, Cowen analyst Kevin Kopelman explains why he named Airbnb his best idea for online travel in 2023.
Released:
Dec 16, 2022
Format:
Podcast episode
Titles in the series (100)
TechCheck+ Sequoia Capital’s Shaun Maguire on Crypto-Focused Fund 3/22/22: TechCheck’s Deirdre Bosa spoke with Sequoia Capital partner Shaun Maguire. On the heels of the firm’s crypto-focused fund, they discussed the fund’s strategy, which will invest primarily in liquid tokens, the infrastructure needed for the multi-chain future and Sequoia’s broader crypto portfolio. by TechCheck