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There is a lot of OPPORTUNITY in small caps: Goldman Sachs portfolio manager

There is a lot of OPPORTUNITY in small caps: Goldman Sachs portfolio manager

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    Contexto da transcrição original
    …S SO WHEN YOU HAVE TO MANAGE AND PRIORITIZE TRAFFIC AND PROTECT OTHER TRAFFIC, YOU NEED A COMPANY TO DO THAT. >> I GUESS YOU COULD CALL IT DIGITAL -- IT'S GOT 1 MILLION, $2.6 BILLION IT'S UP ONE 104%, DO YOU STILL THINK THERE'S R ROM X. >> GOOD EARNINGS LEFT AND WE HOPE IT CAN CONTINUE. >> THE TICKET FOR THOSE DRIVING RIGHT NOW AND LISTENING A TENT. LET ME ASK YOU ABOUT GK OS I FIND INTERESTING BECAUSE IT'S UP 35% YEAR TO DATE, MEDICAL TECH. TREATMENT FOR EYES. >> , AND OTHER EYE ISSUES, A COUPLE OF INDICATIONS, TWO DIFFE…

    GOOD EARNINGS LEFT AND WE HOPE IT CAN CONTINUE.

    Contexto extraído por IA "DO YOU STILL THINK THERE'S R ROM X. >> GOOD EARNINGS LEFT AND WE HOPE IT CAN CONTINUE."

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    MULTIPLE WAYS TO WIN HERE, THE I SPACE AND PHARMACEUTICAL IS NOT JUST TOUCHED BY THE GLP-1, YOU STILL HAVE TO WORRY ABOUT YOUR EYESIGHT AS YOU AGE AND YOU SEE A MARKET EXPANDING IN THAT SENSE.

    Contexto extraído por IA "LET ME ASK YOU ABOUT GK OS I FIND INTERESTING BECAUSE IT'S UP 35% YEAR TO DATE, MEDICAL TECH. TREATMENT FOR EYES. ... MULTIPLE WAYS TO WIN HERE, THE I SPACE AND PHARMACEUTICAL IS NOT JUST TOUCHED BY THE GLP-1, YOU STILL HAVE TO WORRY ABOUT YOUR EYESIGHT AS YOU AGE AND YOU SEE A MARKET EXPANDING IN THAT SENSE."

Transcrição Completa
LET'S GET TO THE FLOOR SHOW. GOLDMAN SACHS ASSET MANAGEMENT MANAGER GREG HANDLES ABOUT 600 IN SMALL AND MID-CAP STRATEGY. THIS IS NOT A SURPRISE YOU BUT IT DOES SURPRISE OTHERS. >> A LONG TIME COMING AND WE STARTED THIS A YEAR AGO, EARNINGS DRIVEN, MORE RECENTLY, GREED DRIVEN IN THE PAST AND WHICHEVER WAY YOU SLICE IT, THERE'S A LOT OF OPPORTUNITY IN SMALL CAPS FOR PEOPLE TO PICK FROM. >> IS A OPPORTUNITY? ALSO PERHAPS THE FEAR LARGE CAP AND MEGA CAP RIGHT NOW, OR MAYBE A LITTLE BIT OVERBOUGHT OR TOO VOLATILE FOR PEOPLE. >> A LOT OF THEM REALIZING THIS AND SMALLER CAP NAMES, THEY ARE STILL ATTRACTIVE IN SOME OF THE UPSIDE, ESPECIALLY IN TECHNOLOGY SPACE BUT ALSO BIOTECH, YOU HAVEN'T SEEN THAT IN YEARS SO WHAT YOU CAN STILL GET HIS A NICELY ANCHORED UPSIDE WITHOUT FEELING YOU ARE TOO FAR OVER. >> YEAR TO DATE COMPARISONS, EVERYBODY LOOKS GOOD YEAR TO DATE. THE DOW JONES INDUSTRIALS UP 8.6%, S&P OF 9.6% AND NASDAQ 11%. NOW LET'S SHOW YOU WHAT THE RUSSELL HAS BEEN. RUSSELL IS FAR OUTPERFORMING AND I THINK IT IS IMPRESSIVE WHEN YOU SEE 20% GAIN. IT LOOKS GOOD ON TELEVISION. LET ME TELL YOU. OH, IT'S ON MY SCREEN. [LAUGHTER] IT'S UP 20%. LET'S TALK ABOUT THE NAMES BECAUSE SOME PEOPLE DON'T KNOW A LOT OF THESE NAMES AND YOU HAVE BEEN THE DEEP STUDYING AND RESEARCHING SOME OF THESE. LET'S TALK ABOUT SOME OF THEM, A TEN, AI COMPONENT HERE. >> IT HELPS THE TRAFFIC MANAGEMENT ESPECIALLY BACK-AND-FORTH BETWEEN DATA CENTERS AND IF YOU THINK ABOUT WHAT YOU TALKED ABOUT CUSTOMERS AND NVIDIA, THEY ARE CONNECTING LARGE DATA CENTERS ACROSS INCREASINGLY LARGER GEOGRAPHIES SO WHEN YOU HAVE TO MANAGE AND PRIORITIZE TRAFFIC AND PROTECT OTHER TRAFFIC, YOU NEED A COMPANY TO DO THAT. >> I GUESS YOU COULD CALL IT DIGITAL -- IT'S GOT 1 MILLION, $2.6 BILLION IT'S UP ONE 104%, DO YOU STILL THINK THERE'S R ROM X. >> GOOD EARNINGS LEFT AND WE HOPE IT CAN CONTINUE. >> THE TICKET FOR THOSE DRIVING RIGHT NOW AND LISTENING A TENT. LET ME ASK YOU ABOUT GK OS I FIND INTERESTING BECAUSE IT'S UP 35% YEAR TO DATE, MEDICAL TECH. TREATMENT FOR EYES. >> , AND OTHER EYE ISSUES, A COUPLE OF INDICATIONS, TWO DIFFERENT SETS OF THERAPIES OUT THERE, MULTIPLE WAYS TO WIN HERE, THE I SPACE AND PHARMACEUTICAL IS NOT JUST TOUCHED BY THE GLP-1, YOU STILL HAVE TO WORRY ABOUT YOUR EYESIGHT AS YOU AGE AND YOU SEE A MARKET EXPANDING IN THAT SENSE. >> GLP-1 HAS YET TO SOLVE ANY PROBLEMS LIKE GLAUCOMA. >> EAT CARROTS AND TAKE IT. >> THE HEALTHCARE CHAIN BACK MASSIVE COUNTRY CLUBS AND WHAT YOU SEE IS PEOPLE SHIFTING THROUGH EXPENSES AND YOU CAN GET A LOT YOUR MEMBERSHIP A LIFETIME WHETHER IT'S FITNESS, HAIRCUTS, SHAKES, ALL OF THESE THINGS THERE ALL IN ONE PLACE

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