George O’Connor of Goodbody Stockbrokers, why some profit warnings are good, Investing Matters Podcast - Episode 18

Welcome to this brand new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode eighteen in the Investing Matter series, which is with the hugely talented, award winning Investment industry expert analyst, George O’Connor of Goodbody Stockbrokers, part of Allied Irish Bank, one of big four commercial banks in Ireland. Goodbody Stockbrokers is Ireland’s longest standing stockbroking firm with roots dating back to 1877. As well as being one of the leading institutional brokers, it is also one of the largest private client firms in Ireland managing assets of over €8 billion. After attaining a Double BA Honours Degree in European Studies at the University College Cork, George began his Information Technology career at IDC as an IT Analyst. Now with over 25 years of equity research experience in the Investment Industry that has included working for investment companies such as, Granville Davis, Albert E Sharp, Old Mutual Securities, Shore Capital, Panmure Gordon and more recently at Stifel as a Managing Director of its Software and IT Services research, it is fair to say that George knows the markets and what is needed for successful investing better than most. In this Investing Matters podcast, I discuss with George, the varied tasks and importance of a software analyst, how to value companies, his own investing style, the aspects of investing that matter to him, technology companies heading into the Metaverse. Why he thinks some profit warnings are good. Value traps, lessons learnt, the “IT Oscars”, his superpower and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.