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Thoughts from the road part II: Unicorns

Chad Slater

Ellerston Capital

The first blog on the road was from Texas. The second week looks at San Francisco, a city arguably at the peak of its power with money and power flowing to the many new technology stocks based there. We review some of the interesting themes that emerged from the Merrill Lynch Global Technology conference such as driverless cars and the evolution of cloud computing. The blog also nominates some stocks that may be winners along with a potential loser for the short side. (VIEW LINK)

Chad Slater
Chad Slater
Co Head Global Equities (ex-Asia)
Ellerston Capital

Chad co-founded Morphic Asset Management in 2012. As a stock picker Chad is also a generalist but has strong regional knowledge of Europe and the Americas. He has also been awarded the CFA Charter.

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