George O'Connor, 'The UK is an absolutely vibrant, exciting, dynamic market', Episode 61

Investing Matters

To quote Microsoft founder, Bill Gates: “We are changing the world with technology”.

With that in mind, welcome to this insightful tech, artificial intelligence, generative ai, Magnificent 7 stocks laden episode in the Investing Matters series, which is with the hugely talented award-winning Technology and Software Investment industry expert analyst, George O’Connor, Technology Analyst of Progressive Research.

Progressive Research are an analyst founded and analyst led company, that provides bespoke research, investor engagement and advisory services to quality companies across a broad range of sectors. Their experienced team have provided guidance to public and private companies of all sizes, from large FTSE 100 companies, growth companies on AIM and AQSE, to those just considering listing.

After attaining a Double BA Honours Degree in European Studies at the University College Cork, George began his Information Technology career at IDC as an IT Analyst. Now with over 25 years of equity research experience in the Investment Industry that has included working for investment companies such as, Granville Davis, Albert E Sharp, Old Mutual Securities, Shore Capital, Panmure Gordon, Stifel Nicklaus as a Managing Director and more recently Technology lead at Goodbody Stockbrokers, part of Allied Irish Bank, one of big four commercial banks in Ireland.

George has been a stalwart of the Tech sector for the last 25 years. It is fair to say that he knows the markets and what is needed for successful investing better than most.

In this fascinating insight into the world of tech, artificial intelligence, generative ai currently being dominated by the Magnificent 7 stocks (some would say mainly Nvidia), my Investing Matters interview with George O’Connor, Technology Analyst of Progressive Research delivers colour and knowledge including:

-Defining the attributes of Ai winners

-How to find the future winning tech stocks

-Nvidia’s awesome growth trajectory

-The Magnificent 7 stocks

-The importance of the valuation ratio

-Artificial Intelligence, Generative Ai

-Plausibility & Hallucinations

-Life Cycle Model / Gartner Hype cycle

-UK Ai opportunity

-Valuation gap

-To love a profit warning

-Ensuring you don’t overpay

-Championing better markets

-FTSE & AIM Tech opportunities

-Private equity dry powder

-Mergers, growth, IPO’s and Takeovers

& much more.

Thank you to all our listeners - we hope you enjoy this podcast, and we look forward to hearing your feedback.

Breaking news: Please do join George O’Connor, Stephen Yiu, Gervais Williams & Charlie Huggins for the All-star “LIVE” Investing Matters panel session at the Master Investor Show at 3.30pm on Saturday 9th March with host Peter Higgins. About the show - Master Investor Events. Please book your FREE ticket/s now using the promotion code : LSE

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