Sumit Gautam is the Founder of Scalar Gauge and speak with Equity Mates ahead of his appearance at the Sohn Hearts & Minds Conference.
In this conversation, Sumit unpacks:
His investment philosophy
Why private equity outperforms and how he is taking that approach to public markets
The divergence between the tech economy and the real economy
Why the AI narrative is unlikely to live up to investor expectations in 2025
How he would advise investors that are overweight magnificent 7 tech stocks
Why he is investing in software companies over AI.
You can tune in below.
Disclaimer: This material has been prepared by Equity Mates, published on Oct 08, 2024. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.
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