
Sign up to save your podcasts
Or
Equity markets have bounced, but Andrew Mitchell from Ophir says the road ahead is tricky. Higher bond yields and policy risks point to slower growth. In this environment, companies that can grow through the cycle will stand out. In this episode of The Rules of Investing, Mitchell shares his views on equity markets, the dominance of US megacaps, and why he remains optimistic on small and mid-caps. He also unpacks the thesis behind a mission-critical tech stock flying under the radar, one he believes has the potential to become a rare ‘Rule of 40’ standout.
_____________________
Thanks to our Sponsor AlphaSense
4.8
66 ratings
Equity markets have bounced, but Andrew Mitchell from Ophir says the road ahead is tricky. Higher bond yields and policy risks point to slower growth. In this environment, companies that can grow through the cycle will stand out. In this episode of The Rules of Investing, Mitchell shares his views on equity markets, the dominance of US megacaps, and why he remains optimistic on small and mid-caps. He also unpacks the thesis behind a mission-critical tech stock flying under the radar, one he believes has the potential to become a rare ‘Rule of 40’ standout.
_____________________
Thanks to our Sponsor AlphaSense
13 Listeners
87 Listeners
19 Listeners
46 Listeners
55 Listeners
6 Listeners
23 Listeners
26 Listeners
3 Listeners
8 Listeners
28 Listeners
36 Listeners
13 Listeners
20 Listeners
7 Listeners