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The 2023 Sector Outlook: LionTree’s Michael Kim on Software

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Content provided by Kindred Media & LionTree LLC, Kindred Media, and LionTree LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kindred Media & LionTree LLC, Kindred Media, and LionTree LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

LionTree Managing Director Michael Kim discusses what he sees in store for Software in 2023 with Kindred Media's Laura Clinton. This episode is part of LionTree’s 2023 Sector Outlook series leading up to the release of LionTree CEO Aryeh Bourkoff's 2023 Outlook. ​​Any reference to investments made by LionTree refers to investments made by a fund managed by a LionTree investment manager.

Find and rate KindredCast on Apple Podcasts or wherever you listen. For more content, follow KindredCast on Twitter, Instagram and Facebook. You can hear our radio show on SiriusXM Business Radio, channel 132 and on United Airlines. And you can find all of Kindred Media’s podcasts and subscribe to our daily newsletter, “Take a Break with Kindred Media,” here (https://kindredmedia.com).

Please read before listening: http://www.liontree.com/podcast-notices.html

This podcast is for information purposes only and is not intended as investment advice, an offer or solicitation with respect to the purchase or sale of any security. Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund’s governing documents and related subscription materials. Listeners should not assume that companies identified in this podcast are representative of all investments made or recommended by LionTree on behalf of each firm’s clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results. Nothing contained in this podcast may be relied upon as a guarantee, promise, assurance or a representation as to the future.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

162 episoade

Artwork
iconDistribuie
 
Manage episode 352189491 series 2168819
Content provided by Kindred Media & LionTree LLC, Kindred Media, and LionTree LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kindred Media & LionTree LLC, Kindred Media, and LionTree LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

LionTree Managing Director Michael Kim discusses what he sees in store for Software in 2023 with Kindred Media's Laura Clinton. This episode is part of LionTree’s 2023 Sector Outlook series leading up to the release of LionTree CEO Aryeh Bourkoff's 2023 Outlook. ​​Any reference to investments made by LionTree refers to investments made by a fund managed by a LionTree investment manager.

Find and rate KindredCast on Apple Podcasts or wherever you listen. For more content, follow KindredCast on Twitter, Instagram and Facebook. You can hear our radio show on SiriusXM Business Radio, channel 132 and on United Airlines. And you can find all of Kindred Media’s podcasts and subscribe to our daily newsletter, “Take a Break with Kindred Media,” here (https://kindredmedia.com).

Please read before listening: http://www.liontree.com/podcast-notices.html

This podcast is for information purposes only and is not intended as investment advice, an offer or solicitation with respect to the purchase or sale of any security. Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund’s governing documents and related subscription materials. Listeners should not assume that companies identified in this podcast are representative of all investments made or recommended by LionTree on behalf of each firm’s clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results. Nothing contained in this podcast may be relied upon as a guarantee, promise, assurance or a representation as to the future.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

162 episoade

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