Qiao Ma
PersonHeard in 1 episode across 1 show since Aug 2026
Qiao Ma is a portfolio manager at Munro Partners and an investor known for researching and selecting growth-oriented stocks. She has written and spoken about investment strategy, curiosity, and the role of grit in long-term investing.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
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| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 1 |
| Sep 2026 | 0 |
| Oct 2026 | 0 |
What Qiao Ma has said on podcasts
26 statements
Memory companies are strengthening, with no evident demand or financial deterioration.
“the memory companies in general are probably going from strength to strength. And we have seen no cracks on the end demand, the economics, the financial aspect of these companies.”
Open the episode · Two attributes to make you a better investorListen at 4:05
Korean stocks eventually follow company earnings over longer periods.
“if you just zoom out to a longer period of time, the stocks do eventually go back to following their earnings.”
Open the episode · Two attributes to make you a better investorListen at 4:49
US electricity grids lack sufficient power for new industrial and data-center demand.
“the grid cannot cope with it. Um, so we just come up with this, you know, big idea, which is really simple. We are short on power. We don't have enough power.”
Open the episode · Two attributes to make you a better investorListen at 9:47
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
1 episode featuring Qiao Ma, newest first
