Real Vision's Jack Farley welcomes Jeff Meyers, founder and CIO of Cobia Capital Management, to Real Vision Live to discuss developments and names in small-cap tech that he believes are positioning themselves for success. Drawing on his decades of experience investing in tech, Meyers provides his framework for analyzing small-cap tech companies. In this conversation, Meyers and Farley cover recently reported earnings by large-cap tech companies and their implications for the small-cap sector.