Mid-Year Review – AI, Banks, & More
Tag: Technology
The worst may be over, but we are heading into a dry desert of higher capital costs.
Joe Chin joins CNBC's TechCheck to discuss his thoughts on names in the semiconductor sector
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 near term investment risks and longer term implications of heightened interventionism by the Chinese Communist Party (CCP).
Cambiar SMID and Small Cap Value portfolio managers provide their 2020 wrap up and examine the elements that led to strong outperformance.