William DeGale
Co-Founder and Lead Portfolio Manager at BlueBox Asset Management, specialising in global technology investing with over 20 years' experience and manager of the BlueBox Global Technology Fund.
Best podcasts with William DeGale
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17 snips
Jan 16, 2026 • 34min
William de Gale: Investing in Tech, Making 300% Returns & His Top Stock Pick for 2026 | #23 Part 2
William de Gale, Co-Founder of BlueBox Asset Management, boasts over 20 years of tech investing experience. He reveals that semiconductors dominate their portfolio and shares insights on mispriced cloud software opportunities in the AI age. De Gale highlights the standout leadership of CEOs like Satya Nadella and emphasizes that since 2007, technology has driven nearly all S&P 500 earnings growth. He also recommends Adobe as a top stock pick for the next 12 months, arguing it's undervalued despite market skepticism.
Jan 12, 2026 • 33min
William de Gale: Investing in Tech, Making 300% Returns & His Top Stock Pick for 2026 | #22 PART 1
William de Gale, Co-founder of BlueBox Asset Management, brings over 20 years of tech investing experience. He shares insights on why the AI boom isn't a bubble just yet and how chip manufacturers dominate his portfolio. Discover the key differences between Google and ChatGPT, his contrarian views on Adobe's potential, and why companies providing AI infrastructure like TSMC and ASML are set to outperform. He also reveals his surprising top stock pick for 2026—details that could reshape your investment strategy!
