The podcast explores the unique investment strategy of the BlueBox Global Technology Fund with William de Gale, highlighting the fund's contrarian approach to the tech sector. De Gale argues against high portfolio turnover, chasing disruptors, prioritizing ultra-high revenue growth, and focusing solely on mega-caps. Instead, the fund favors low turnover, enablers of disruption, profitability, and companies in the $10 billion to $250 billion market cap range. He emphasizes the importance of gap profitability and identifies mispriced valuations in big software platforms like Adobe, believing they will monetize AI effectively. De Gale also names Satya Nadella, Lisa Su and Marcos Galperin as outstanding CEOs in his portfolio.
Sign in to continue reading, translating and more.
Continue
