On the latest Marketplace Roundtable podcast, Mark Hibben (of Rethink Technology) sits down with Seeking Alpha's Jonathan Liss to walk listeners through his unique approach to picking tech stocks. A former aviation engineer and iOS developer, Mark incisively identifies and dissects key trends in tech - and how they are likely to play out in the stock market. In the wide-ranging conversation that follows, Mark touches on everything from what he sees as the new chip paradigm to Apple's recently concluded WWDC and the ongoing China trade war.
Topics Covered:
2:00 - How Mark went from a background in the hard sciences to stock picking and investing 5:45 - A word on developing a unique investing strategy: Invest in what you know 10:00 - A more detailed description of Mark's investing process 17:00 - Financials are easy to quantify but how does one quantity the product narrative for a particular company or industry? 20:30 - When to enter and/or exit a position (hint: it's not about technicals) 26:00 - The new chip paradigm: smaller, cheaper, more energy efficient (AAPL), (TSM), (ASML), (NVDA), (INTC) 38:30 - Reviewing WWDC and what the future holds for Apple 53:00 - How might the ongoing China trade war affect Apple's bottom line? 58:00 - Are Apple mobile devices more secure - and if so, does that offer the company a moat over Android devices? 1:00:45 - Moving beyond China: what's the next big market for Apple? (AAPL)