I listen to a lot of podcasts, many are regurgitation, unbased speculation, and some are just poor work. if i come across something worth sharing, I put it on the site.

This is about investing in international tech (definition is discussed), the interview covers some very interesting views about market segments.

Ive been covering, as in listening to results and modelling these companies for only 2-3 years, so a babe in the woods, still learning. i do agree with the view that PE's in this space re misleading due to the product cycle, which can be short. anyway i found this added some value. good luck

https://open.spotify.com/episode/2u3k2YkkzeWA5GN6YKbuiw?si=117825721391429a