"The tech rebound is going to be very sharp" - Anurag Rana from Bloomberg Intelligence

Show Notes

Technology conversation with Anuag Rana from Bloomberg Intelligence.

 His views are not a recommendation, and the recording was done in Feb 2023. 

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Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio.

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