AlphaTarget PULSE brings you timely, institutional-grade insights on markets, business, technology and investing. Every other Friday, our Founder Puru Saxena (veteran money manager and Founder of money management firms in Hong Kong) and our highly experienced analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) cut through the noise and dissect markets, disruptive business trends, technological developments and opportunities, revealing where the smart money is investing.
AlphaTarget PULSE is a production of AlphaTarget, a premier research firm which specialises in uncovering disruptive, rapidly growing companies in the public markets, equipping investors with actionable insights to stay ahead in today’s ever-evolving business landscape. Our firm is trusted by a wide range of investors including individuals, family offices, financial advisers, funds and wealth managers and our research subscription educates and empowers investors to make smarter decisions.
Meet the Panellists:
Puru Saxena – Former Founder and Portfolio Manager of two Hong Kong based money management firms (2001–2016) and a regular guest on Bloomberg, CNBC, BBC and CNN. His firm was acquired by a listed asset management company in 2016. Today, he shares his investment insights with 380,000+ followers on X (@saxena_puru).
Irnest Kaplan – Former Equity Analyst at Societe Generale and Founder of a boutique research firm for 22 years. Recognised multiple times as South Africa’s #1 analyst in Computing and Electronics by institutional investors. BSc in Electrical Engineering (Cum Laude) from the University of the Witwatersrand, South Africa and CFA Charterholder.
Oyvind Bjerke – Former Investor at Arceau Family Office and Research Manager at MMC Ventures. Previously Equity Analyst at Peel Hunt and Berenberg, specialising in disruptive technology and thematic research. MSc in Behavioural Finance (Distinction) from Warwick Business School and an MA (Honours) in Economics and Accounting from the University of Edinburgh.
Anirban Mahanti – Former Director of Research and Portfolio Manager at The Motley Fool (Australia) with expertise in disruptive technologies and machine learning. Co-author of over 70 peer-reviewed papers and has consulted for industry. Ph.D. and MSs in Computer Science from the University of Saskatchewan and a BE from Birla Institute of Technology, India.
Damia Othman – Former Manager at Citibank Malaysia. Previously, VP at Affin Hwang Investment Bank and sell-side analyst at KAF Equities and TA Securities covering consumer and autos. BA (Honours) in Business Economics from the University of Exeter, UK.
AlphaTarget Pulse is a production of Alpha Target Limited, a company registered in Jersey (Channel Islands). The opinions expressed in this podcast and the information provided are for informational and educational purposes only and are not to be construed as investment advice. You should consult with your own registered investment adviser or other qualified financial professional before making any investment decisions.
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with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
AlphaTarget PULSE brings you timely, institutional-grade insights on markets, business, technology and investing. Every other Friday, our Founder Puru Saxena (veteran money manager and Founder of money management firms in Hong Kong) and our highly experienced analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) cut through the noise and dissect markets, disruptive business trends, technological developments and opportunities, revealing where the smart money is investing.
AlphaTarget PULSE is a production of AlphaTarget, a premier research firm which specialises in uncovering disruptive, rapidly growing companies in the public markets, equipping investors with actionable insights to stay ahead in today’s ever-evolving business landscape. Our firm is trusted by a wide range of investors including individuals, family offices, financial advisers, funds and wealth managers and our research subscription educates and empowers investors to make smarter decisions.
Meet the Panellists:
Puru Saxena – Former Founder and Portfolio Manager of two Hong Kong based money management firms (2001–2016) and a regular guest on Bloomberg, CNBC, BBC and CNN. His firm was acquired by a listed asset management company in 2016. Today, he shares his investment insights with 380,000+ followers on X (@saxena_puru).
Irnest Kaplan – Former Equity Analyst at Societe Generale and Founder of a boutique research firm for 22 years. Recognised multiple times as South Africa’s #1 analyst in Computing and Electronics by institutional investors. BSc in Electrical Engineering (Cum Laude) from the University of the Witwatersrand, South Africa and CFA Charterholder.
Oyvind Bjerke – Former Investor at Arceau Family Office and Research Manager at MMC Ventures. Previously Equity Analyst at Peel Hunt and Berenberg, specialising in disruptive technology and thematic research. MSc in Behavioural Finance (Distinction) from Warwick Business School and an MA (Honours) in Economics and Accounting from the University of Edinburgh.
Anirban Mahanti – Former Director of Research and Portfolio Manager at The Motley Fool (Australia) with expertise in disruptive technologies and machine learning. Co-author of over 70 peer-reviewed papers and has consulted for industry. Ph.D. and MSs in Computer Science from the University of Saskatchewan and a BE from Birla Institute of Technology, India.
Damia Othman – Former Manager at Citibank Malaysia. Previously, VP at Affin Hwang Investment Bank and sell-side analyst at KAF Equities and TA Securities covering consumer and autos. BA (Honours) in Business Economics from the University of Exeter, UK.
AlphaTarget Pulse is a production of Alpha Target Limited, a company registered in Jersey (Channel Islands). The opinions expressed in this podcast and the information provided are for informational and educational purposes only and are not to be construed as investment advice. You should consult with your own registered investment adviser or other qualified financial professional before making any investment decisions.
Understanding AI's market cycle and its potential parallels with historical technological advancements will help guide its implementation in investment strategies and emerging markets. Host Puru Saxena (veteran money manager and founder of money management firms in Hong Kong) introduces his panel of expert financial analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) to discuss recent developments in AI, technology, and business trends.
The team unpacks the $300 billion partnership between OpenAI and Oracle, and what it means for the future of AI infrastructure. Drawing on their wealth of experience, they explore not only the technological implications of these AI developments but also how they could positively, or negatively, impact the way we operate within the stock market and broader business landscape.
Meet the panellists:
Puru Saxena – Built and managed two Hong Kong–based investment firms (2001–2016) before selling to a listed asset manager. A frequent guest on Bloomberg, CNBC, BBC, and CNN, he now shares insights with 380,000+ followers on X (@saxena_puru).
Irnest Kaplan – Equity analyst turned founder of a boutique research firm, recognised as South Africa’s #1 analyst in Computing and Electronics. Holds a BSc in Electrical Engineering (cum laude) and is a CFA Charterholder.
Oyvind Bjerke – Investor and researcher with experience at Arceau Family Office, MMC Ventures, Peel Hunt, and Berenberg, specialising in disruptive tech and thematic research. MSc in Behavioural Finance (distinction) and MA (Hons) in Economics and Accounting.
Anirban Mahanti – Technology and machine learning specialist, former Director of Research at The Motley Fool (Australia), and co-author of 70+ peer-reviewed papers. Holds a PhD and MSc in Computer Science.
Damia Othman – Experienced in banking and equity research, with roles at Citibank Malaysia, Affin Hwang Investment Bank, KAF Equities, and TA Securities. BA (Hons) in Business Economics from the University of Exeter.
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AlphaTarget is not a registered investment adviser and discusses research for informational and general educational purposes only. Please conduct your own research prior to making any financial decisions.
From 3 October 2025, AlphaTarget PULSE delivers timely insights on markets, business, technology and investing. Our Founder Puru Saxena (veteran money manager and Founder of money management firms in Hong Kong) and our highly experienced analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) cut through the noise and dissect markets, disruptive business trends, technological developments and opportunities, revealing where the smart money is investing.
New episodes are released every other Friday at 7am EST.
Meet the panellists:
Puru Saxena – Former Founder and Portfolio Manager of two Hong Kong based money management firms (2001–2016), regular guest on Bloomberg, CNBC, BBC and CNN. His firm was acquired by listed asset management company in 2016. Today, he shares his investment insights with 380,000+ followers on X (@saxena_puru).
Irnest Kaplan – Former Equity Analyst at Societe Generale and Founder of a boutique research firm for 22 years. Recognised multiple times as South Africa’s #1 analyst in Computing and Electronics by institutional investors. BSc in Electrical Engineering (Cum Laude) from the University of the Witwatersrand, South Africa and CFA Charterholder.
Oyvind Bjerke – Former Investor at Arceau Family Office and Research Manager at MMC Ventures. Previously Equity Analyst at Peel Hunt and Berenberg, specialising in disruptive technology and thematic research. MSc in Behavioural Finance (Distinction) from Warwick Business School and an MA (Honours) in Economics and Accounting from the University of Edinburgh.
Anirban Mahanti – Former Director of Research and Portfolio Manager at The Motley Fool (Australia) with expertise in disruptive technologies and machine learning. Co-author of over 70 peer-reviewed papers and has consulted for industry. Ph.D. and MSs in Computer Science from the University of Saskatchewan and a BE from Birla Institute of Technology, India.
Damia Othman – Former Manager at Citibank Malaysia. Previously, VP at Affin Hwang Investment Bank and sell-side analyst at KAF Equities and TA Securities covering consumer and autos. BA (Honours) in Business Economics from the University of Exeter, UK.
AlphaTarget Pulse is a production of Alpha Target Limited, a company registered in Jersey (Channel Islands). The opinions expressed in this podcast and the information provided are for informational and educational purposes only and are not to be construed as investment advice. You should consult with your own registered investment adviser or other qualified financial professional before making any investment decisions.
AlphaTarget PULSE brings you timely, institutional-grade insights on markets, business, technology and investing. Every other Friday, our Founder Puru Saxena (veteran money manager and Founder of money management firms in Hong Kong) and our highly experienced analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) cut through the noise and dissect markets, disruptive business trends, technological developments and opportunities, revealing where the smart money is investing.
AlphaTarget PULSE is a production of AlphaTarget, a premier research firm which specialises in uncovering disruptive, rapidly growing companies in the public markets, equipping investors with actionable insights to stay ahead in today’s ever-evolving business landscape. Our firm is trusted by a wide range of investors including individuals, family offices, financial advisers, funds and wealth managers and our research subscription educates and empowers investors to make smarter decisions.
Meet the Panellists:
Puru Saxena – Former Founder and Portfolio Manager of two Hong Kong based money management firms (2001–2016) and a regular guest on Bloomberg, CNBC, BBC and CNN. His firm was acquired by a listed asset management company in 2016. Today, he shares his investment insights with 380,000+ followers on X (@saxena_puru).
Irnest Kaplan – Former Equity Analyst at Societe Generale and Founder of a boutique research firm for 22 years. Recognised multiple times as South Africa’s #1 analyst in Computing and Electronics by institutional investors. BSc in Electrical Engineering (Cum Laude) from the University of the Witwatersrand, South Africa and CFA Charterholder.
Oyvind Bjerke – Former Investor at Arceau Family Office and Research Manager at MMC Ventures. Previously Equity Analyst at Peel Hunt and Berenberg, specialising in disruptive technology and thematic research. MSc in Behavioural Finance (Distinction) from Warwick Business School and an MA (Honours) in Economics and Accounting from the University of Edinburgh.
Anirban Mahanti – Former Director of Research and Portfolio Manager at The Motley Fool (Australia) with expertise in disruptive technologies and machine learning. Co-author of over 70 peer-reviewed papers and has consulted for industry. Ph.D. and MSs in Computer Science from the University of Saskatchewan and a BE from Birla Institute of Technology, India.
Damia Othman – Former Manager at Citibank Malaysia. Previously, VP at Affin Hwang Investment Bank and sell-side analyst at KAF Equities and TA Securities covering consumer and autos. BA (Honours) in Business Economics from the University of Exeter, UK.
AlphaTarget Pulse is a production of Alpha Target Limited, a company registered in Jersey (Channel Islands). The opinions expressed in this podcast and the information provided are for informational and educational purposes only and are not to be construed as investment advice. You should consult with your own registered investment adviser or other qualified financial professional before making any investment decisions.
