Technology, Media, Internet and Telecommunications Daily Download

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What's in the Newsletter

RBC Capital Markets TMT Global Equity Strategist, Seth Ostrie, provides market commentary on topics such as:

  • Software TAM
  • Growth and Valuations
  • Fintech/Payment M&A and Growth Verticals
  • E-Commerce – Sustainable Secular Demand Trends
  • Digital Advertising’s Mobile/CTV/OTT Pivot
  • Semiconductors – Cyclical or Secular Growth?

View a sample of the latest newsletters using the links below.

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Seth Ostrie

Seth Ostrie

TMT Global Equity Strategist, RBC Capital Markets

Seth joined RBC Capital Markets in April 2015, from Phidias Capital where he co-managed a TMT Portfolio. Prior to Phidias Capital, Seth was the Head of Global Trading and Risk at Andor Capital. Seth’s 19 years of buyside experience, where he served as a Head Trader for a large TMT Fund as well as a TMT PM, lends a unique vantage point. His sole purpose is to bring our best market intelligence to RBC's top institutional, corporate and financial sponsor clients. He tends to focus on secular themes, trajectory of consensus numbers, sentiment, and set-ups for intermediate-term idea generation. This supplements the short-term idea generation from RBC’s TIMT Trading Team and the longer-term (12-24 months) fundamental in-house company and industry analysis.

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