{"id":191947,"date":"2023-06-14T10:30:00","date_gmt":"2023-06-14T14:30:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/?p=191947"},"modified":"2023-10-05T16:21:57","modified_gmt":"2023-10-05T20:21:57","slug":"seeking-persistent-growth-in-technology-investing-with-deepwaters-gene-munster-and-doug-clinton","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/podcasts\/contributor-podcasts\/seeking-persistent-growth-in-technology-investing-with-deepwaters-gene-munster-and-doug-clinton\/","title":{"rendered":"Seeking Persistent Growth in Technology Investing with Deepwater\u2019s Gene Munster and Doug Clinton"},"content":{"rendered":"\n<p>Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the returns of the great technology companies of the past decade have seen that firsthand. But identifying those companies in advance can be incredibly difficult.<\/p>\n\n\n\n<p>In this episode, we talk with Deepwater\u2019s Gene Munster and Doug Clinton about how they seek to find the great growth companies of the future. We discuss the characteristics of firms that achieve persistent growth and how they seek to find them. We also take a tour of the current major areas of innovation they are looking at including artificial intelligence, robotics, autonomous vehicles, fintech and the metaverse and discuss the opportunities they see in each of them.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=204s\" target=\"_blank\" rel=\"noreferrer noopener\">03:24<\/a>&nbsp;\u2013 What has changed the most in technology investing in the past 25 years<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=424s\" target=\"_blank\" rel=\"noreferrer noopener\">07:04<\/a>&nbsp;\u2013 The importance of persistent growth<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=557s\" target=\"_blank\" rel=\"noreferrer noopener\">09:17<\/a>&nbsp;\u2013 Can quantitative criteria help to identify persistent growth companies<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=808s\" target=\"_blank\" rel=\"noreferrer noopener\">13:28<\/a>&nbsp;\u2013 The role of valuation in growth investing<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=973s\" target=\"_blank\" rel=\"noreferrer noopener\">16:13<\/a>&nbsp;\u2013 How do higher interest rates and inflation impact tech investing?<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=1189s\" target=\"_blank\" rel=\"noreferrer noopener\">19:49<\/a>&nbsp;\u2013 The current opportunities in Artificial Intelligence<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=1485s\" target=\"_blank\" rel=\"noreferrer noopener\">24:45<\/a>&nbsp;\u2013 The opportunities in robotics<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=1765s\" target=\"_blank\" rel=\"noreferrer noopener\">29:25<\/a>&nbsp;\u2013 The higher standard for autonomous vehicles<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=1842s\" target=\"_blank\" rel=\"noreferrer noopener\">30:42<\/a>&nbsp;\u2013 The opportunities in Fintech<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=1989s\" target=\"_blank\" rel=\"noreferrer noopener\">33:09<\/a>&nbsp;\u2013 International fintech opportunities<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=2103s\" target=\"_blank\" rel=\"noreferrer noopener\">35:03<\/a>&nbsp;\u2013 Opportunities in the metaverse<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=2337s\" target=\"_blank\" rel=\"noreferrer noopener\">38:57<\/a>&nbsp;\u2013 Comparing the 2000 tech bear market to today<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=2509s\" target=\"_blank\" rel=\"noreferrer noopener\">41:49<\/a>&nbsp;\u2013 The journey to find conviction in investing<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=2620s\" target=\"_blank\" rel=\"noreferrer noopener\">43:40<\/a>&nbsp;\u2013 The role of expectations in growth investing<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=3172s\" target=\"_blank\" rel=\"noreferrer noopener\">52:52<\/a>&nbsp;\u2013 The role of quantitative analysis in their process<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY&amp;t=3265s\" target=\"_blank\" rel=\"noreferrer noopener\">54:25<\/a>&nbsp;\u2013 The one lesson Gene and Doug would teach the average investor<\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/seeking-persistent-growth-in-technology-investing-with\/id1490296778?i=1000615987658\" target=\"_blank\" rel=\"noreferrer noopener\">Listen on Apple<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/open.spotify.com\/episode\/0vv5MKauIBjTS7rHJpG9P3\" target=\"_blank\" rel=\"noreferrer noopener\">Listen on Spotify<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.youtube.com\/watch?v=_iNu3ZF20UY\" target=\"_blank\" rel=\"noreferrer noopener\">Watch on YouTube<\/a><\/p>\n\n\n\n<p>&#8212;<\/p>\n\n\n\n<p>Originally Posted June 13, 2023 &#8211; <a href=\"https:\/\/blog.validea.com\/seeking-persistent-growth-in-technology-investing-with-deepwaters-gene-munster-and-doug-clinton\/\">Seeking Persistent Growth in Technology Investing with Deepwater\u2019s Gene Munster and Doug Clinton<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this episode, we talk with Deepwater\u2019s Gene Munster and Doug Clinton about how they seek to find the great growth companies of the future.<\/p>\n","protected":false},"author":186,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[455,18,6,13857,8,9,26,3],"tags":[154,789,460],"contributors-categories":[13819],"class_list":{"0":"post-191947","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-contributor-podcasts","7":"category-macro","8":"category-north-america","9":"category-podcasts","10":"category-region","11":"category-securities","12":"category-text-articles","13":"category-traders-insight","14":"tag-growth","15":"tag-investing","16":"tag-podcast","17":"contributors-categories-validea-capital-management"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.8) - 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