Beyond AI: Other Technology Trends | EP143
Today on the podcast, Equity Analyst Michael Vogel discusses the importance of analyzing technological shifts beyond artificial intelligence and how these shifts can impact non-tech companies in the portfolio. Michael emphasizes the cultural approach to holding views lightly and shares examples of how the Research team navigates these changes.
Key Points From This Episode:
- Tech changes, non-tech companies adapting, potential shifts
- Image sensors improve, and Kodak sales rise steadily
- Electric cars and gas stations coexist profitably
- Positive impact of legal software and AI
- Analyzing investment matrix, tech shifts, and shared research