Interview with Michael Parekh

Featuring Michael Parekh

Michael Parekh, tech investor and entrepreneur, engages Real Vision in an eye-opening discussion on the booming tech sector. In this interview, Michael addresses how the sky-high valuations of some tech companies act as a modern Gold Rush, examines how the big technology companies are diversifying their business models, compares the business strategies of market darlings Apple and Tesla, and shares his framework on assessing new tech investment opportunities.

Published on
6 November, 2015
Topic
Technology, History
Duration
64 minutes
Asset class
Equities
Rating
23

Comments

  • BM

    Barry M.

    21 11 2015 05:11

    1       0

    Really enjoyable, would like to hear his thoughts on bitcoin et al, another excellent interview, thanks.

  • DF

    Dominic F.

    20 11 2015 07:09

    1       0

    Great conversation Grant. Extremely interesting.

  • DM

    Dennis M.

    15 11 2015 19:56

    0       0

    Refreshingly optimistic.

  • cd

    chris d.

    15 11 2015 18:07

    1       0

    one of the best interviews.

  • GB

    Greg B.

    13 11 2015 01:23

    3       0

    Good point on regulatory regimes and their stunting effects on innovation. His point that they are only governors not destroyers is encouraging. In an ever faster moving world I hope that remains true

  • NF

    Nico F.

    9 11 2015 08:38

    4       0

    I found Burbank's and Somghurst's insights far more intriguing. I miss some second level thinking here. And is it really free markets that provide fast broadband speeds for little money in Singapore?

  • JH

    John H.

    8 11 2015 20:43

    0       0

    surprised he didn't mention POET Tech as the innovator coming after Intel's lunch; Uber example was very telling about the possibilities.

  • AP

    A P.

    8 11 2015 00:01

    1       0

    Could future devourers be past winners with access to markets/cash that are currently transitioning? e.g., ORCL, MSFT, IBM, HPE, etc.

  • JD

    John D.

    7 11 2015 16:09

    2       0

    Would love to hear his thoughts on how the financial services industry is being impacted by evolving technology...maybe a question for next time.

  • SS

    Sam S.

    7 11 2015 14:40

    1       0

    Ultimately, how do we profit from all of this? More info regarding what Michael said about FB pricing before the IPO. This would help with such examples as BABA & YAHOO, apply to future companies.

  • PS

    Paul S.

    7 11 2015 11:53

    2       0

    TSLA is not scaleable like AMZN and Co. Great ideas but far short of $30bn of value for what is essentially a niche car company.
    It isn't like their innovations are secret and can't be copied.

  • SP

    Steve P.

    7 11 2015 07:43

    6       0

    What a great background perspective to just about every sector and tech effects on it. Please bring Mike back in 6 mths.

  • GS

    Gordon S.

    6 11 2015 23:10

    3       0

    Thanks for this very insightful interview! I missed his view on artificial intelligence though. My favourite quote from Larry Page in 2013 "We're only at one percent of what's possible".

  • EL

    Elizabeth L.

    6 11 2015 19:18

    9       0

    Great insights offered in this piece. It feels like you've just scratched the surface of Michael Parekh's wisdom. Seeing him in 6 months sounds good. Thanks Grant

  • DM

    Daniel M.

    6 11 2015 16:48

    4       0

    Whether or not we get a liquidity event as burbank sees - they all seem to be saying there is great opportunity for those who keep close eye on how these technologies revolutionize so many areas

  • DM

    Daniel M.

    6 11 2015 16:45

    4       0

    great interview. lines up w/ what burbank & songhurst spoke of. tech p/e's broadly may be unattractive but human capital in tech creating explosive secular disruption across economy on mssve scale