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Managing Director, Technology Research

John Harmon, CFA

John Harmon is a distinguished technology and equity analyst with a remarkable career spanning over two decades, encompassing both on and off Wall Street. His extensive experience has taken him across various global regions, including Europe, Asia, and the United States, where he has made a significant impact. John holds a strong background as an electrical engineer, with a particular focus on optical communications. His expertise extends to a comprehensive understanding of communication semiconductors, telecommunications equipment, and electronics, including test and measurement equipment. His proficiency in these domains has contributed to his outstanding track record as an analyst. Currently, John is deeply immersed in researching retail technology and emerging retail trends, staying at the forefront of an ever-evolving industry. His unique blend of technical knowledge and analytical prowess makes John Harmon a respected figure in the world of technology and equity analysis.

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Contributor Brief·John Harmon, CFA · 0 articles

John Harmon is a distinguished technology and equity analyst with a remarkable career spanning over two decades, encompassing both on and off Wall Street. His extensive experience has taken him across various global regions, including Europe, Asia, and the United States, where he has made a significant impact. John holds a strong background as an electrical engineer, with a particular focus on optical communications. His expertise extends to a comprehensive understanding of communication semiconductors, telecommunications equipment, and electronics, including test and measurement equipment. His proficiency in these domains has contributed to his outstanding track record as an analyst. Currently, John is deeply immersed in researching retail technology and emerging retail trends, staying at the forefront of an ever-evolving industry. His unique blend of technical knowledge and analytical prowess makes John Harmon a respected figure in the world of technology and equity analysis.

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  • AM
    Alex M.·2h agoquestion

    What sparked your research into disruptive innovation?

    Curious what the original insight was that led you to the Innovator's Dilemma framework.

  • SL
    Sophia L.·1d agoidea

    Would love a deep-dive into EdTech adoption barriers.

    Your framing of sustaining vs. disruptive innovation feels directly applicable to school systems.

  • DR
    David R.·3d agoquestion

    How do you see AI changing the personalized learning landscape?