Beyond AI: Other Technology Trends | EP143 - a podcast by Mawer Investment Management Ltd.

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

 

Links:

Mawer Investment Management

Further episodes of Art of Boring

Further podcasts by Mawer Investment Management Ltd.

Website of Mawer Investment Management Ltd.