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Previous Sessions
Explore past sessions from our thought leaders, offering in-depth analysis and market trends.
Fairtree Equity Explorer | The SaaSpocalypse? | Episode 13
In this episode we analyze the “SaaSpocalypse” debate, examining whether AI will disrupt traditional software business models or enhance the productivity of industry incumbents.
Fairtree Equity Explorer | Semiconductor Equipment Companies | Episode 12
Deep dive into the semiconductor equipment industry. Learn how giants like ASML, Applied Materials, Lam Research, and KLA power the global chip supply chain, from AI growth to the 2nm tech transition.
Fairtree Equity Explorer | Chinese e-commerce giants | Episode 11
In this session, we’ll examine the ecosystems they’ve built, how millions of users interact with their platforms, and the growth drivers, competitive dynamics and strategic shifts shaping the industry.
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