David Toms
speaker
276 appearances
2 recordings
1 series
first heard Apr 2022
last heard Oct 2022
David Toms’s voice in public audio — every appearance, attributed to the second.
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Appearances
It was only inevitable we'd see a downturn.
Obviously, we have no idea of what the nature would be, and showed quite a lot of data on how we and how the industry performed during the global financial crisis and how it had massively outperformed the world in general.
And therefore, we thought investors could be quite confident that in the next recession, whatever form it took, would outperform.
Four.
But you know, even so, we had no idea that it would be, you know, a matter of months before the industry overall was was well ahead from where it had been pre-pandemic.
And in the case of portfolio, you know, we
We never had a down month from a revenue perspective.
You know, this was the sharpest recession in a century.
And even in the you know, the 12th month, May 2020, we can probably all remember it quite well because we're undoubtedly either locked at home or taking on one hour of allocated exercise.
But you know, May 2020, the portfolio grew organically versus May 2019.
And yes, you're right, yeah, we're seeing a challenging time now.
But the question is around the growth rate, not of sort of
of two thousand one esque, how far will we fall?
It's an interesting one because it's one of those areas where you're right, we're getting investor questions about it.
And I think back over the last four years, it's an area where
Investors were probably much more worried four years ago about the opportunity set than than they are today, but we still get the questions.
I think what we've what we've seen is simultaneously consolidation and fragmentation.
You know, at the very large end, we've had the very large companies.
Buying up, you know, let's say Microsoft buying LinkedIn.
We've seen quite a lot of transactions from Oracle and potentially more coming through from Oracle in the healthcare space.
Showing 221–240 of 276 · page 12 of 14
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