QPD Podcast
Season 1
Tech Through the Lens of a Value Investor
by Cambiar Investors
Investment Principal Joe Chin sits down to discuss the pandemic effects on technology, the importance of intangible assets, and how value investors should evaluate the tech space.
In the inaugural episode of the QPD podcast, co-Portfolio Managers Andy Baumbusch and Colin Dunn sit down to discuss the creation of QPD and how it applies in their strategies. Disclosure: https://cambiar.com/qpd-podcast-episode-1/