Dominic (Dom) Rizzo

speaker

610 appearances 1 recordings 1 series first heard Jun 2026 last heard 8 Jun

Dominic (Dom) Rizzo’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

Appearances

newest first · ▶ plays the moment

The Master Investor Podcast with Wilfred Frost · AI Could Turn Software Into “Dumb Data Pipes” | Dom Rizzo · 8 Jun 2026 podcast

And then what you see in the market is the market chases the bottlenecks, right?

Where's the next tightness?

You want to be careful just chasing the bottlenecks.

What you really want to do is understand who's going to be able to accrue economic value over the next 18 to 36 months.

And that's where I really focus on trying to find these linchpin technologies, the ones that are mission critical to the success of their customers.

So there's four things we look for.

And I developed this as an analyst.

I'm really lucky.

I got to cover hardware, software, payments, US, Europe, Asia, small cap, mid cap, large cap, mega cap.

So you need a framework that could do that, right?

And

And I ended up developing this by, frankly, stealing great parts of other people's framework at T-Row.

And so TS Eliot is this great line, good authors borrow, great authors steal.

I think that's the same way with developing your investment framework.

Go look around, see smart people around you, and try to take the good parts that resonate with you.

So there's four parts to my framework.

There's linchpin technologies, looking for companies that sell mission-critical technologies, innovating in secular growth markets, taking share in fast-growing markets.

One reason we were so early and incised to AI and semis is we saw AI chips going from $45 billion in 2023 to a trillion dollars in 2030 because of the chip intensity of AI.

Third, probably most important for buying and selling is improving fundamentals.

So that's revenue that's accelerating, growing faster than you did over the next 12 months than you did in the last 12 months.

Showing 101–120 of 610 · page 6 of 31