EP037: SNOW: 1st Inning on AI Cloud Data Winner! With Sonu Chawla, PM of $TSCM

Podcast: Pitch The PM · PitchThePM

Opublikowano: 2026-06-26

Part 2 of the interview with Sonu Chawla, Co-Portfolio Manager at TimesSquare Capital Management, about one of her team's highest-conviction investment ideas in enterprise AI. Sonu explains why Snowflake sits at the center of the AI data ecosystem, how her team developed conviction to increase its position during a sharp software selloff, and why they believe enterprise AI adoption remains in its earliest stages. The conversation examines primary research, expert networks, valuation discipline, and the role of AI tools in investment research, highlighting how experienced analysts combine domain expertise with fundamental research to identify long-term growth opportunities before they become...