Show notes
UK vs US tech valuations – reflecting on wider and individual stocks. Looking at several leading UK tech stocks, including Computacenter, Raspberry Pi and Kainos, George examines the ‘p/e discount’ issue but it’s clearly more nuanced than just growth.
Ian questions why it takes so long for the UK market to trust and understand new tech stocks.
Results from Computacenter with George looking to the US reminding us that UK listed companies can grow globally when the fund managers allow it.
IQE’s profit warning is hardly a surprise and it now looks like AIM could be seeing another departure. So…
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