CNBC Squawk Alley July 13, 2024
Foundation capital and a vc vet. Good morning to you both. Good morning. Timothy, ill start with you. Looking across your coverage universe right now, how are you factoring in china trade talks, and are there names that you like in light of the potential for a partial deal we generally favor Communication Service companies and Cable Companies that dont have a lot of exposure to china and pricing is holding up very well microsoft probably has the most exposure of anybody. We think well come to a resolution here but microsoft is walking through a mine field. Paul, 24 more u. S. Entities put on t...