012 Investing In Tech Stocks in 2020 (Interview with Beth Kindig)

7Investing.com Founder Simon Erickson and Tech Stock Analyst Beth Kindig from https://beth.technology/ discuss how Beth finds winning investments in the technology industry.

Interview timestamps:

0:00 – Introduction: Beth’s “micro-trend” investing philosophy

3:00 – Valuation for cloud computing companies

7:56 – Net Retention Rate metrics and Slack

9:28 – Product-Market Fit and Investing Internationally

11:07 – Venture Capital and the Current IPO Market

16:17 – The Importance of Developers: “Bottoms Up” Investing

18:50 – Roku and the Shift to Digital Advertising

24:36 – Trends Investors Should be Watching: Connectivity and Chipmakers

Publicly-traded companies mentioned in this interview include Zoom Video Communications, Slack, Okta, DocuSign, Pinterest, Facebook, Uber, Softbank, Alphabet, Roku, Amazon, Netflix, and The Trade Desk. 7investing’s advisors and/or guests may have positions in the companies that are mentioned.

This interview was originally recorded on June 2, 2020 and was first published on June 9, 2020.

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