In the interview, Katie Potts, Managing Director of Herald Investment Management reveals:

  • The methodology behind her long term success
  • Which sectors she likes & why
  • What areas Herald is underweight
  • Insights into how the ‘technology landscape’ might look post mass COVID vaccinations.
  • The key risks going forward to many of the sector’s uber-expensive & high flying stocks
  • Whether Bitcoin is an asset or ‘tulip’
  • Companies mentioned include: Amazon, Apple, Intel, Microsoft, Alphabet/Google, Samsung, AMD, & Taiwan Semiconductor