James van Geelen on Thematic Investing Right Now
Odd Lots
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Navigating Risks and Rewards in Environmental and AI Investments
This chapter explores the intricacies of investing in companies tied to emerging environmental challenges like microplastics and PFAS, while also evaluating the impact of AI and technology investments. The discussion highlights successful examples like Nvidia and raises questions about potential overvaluation and the real benefits of AI infrastructure investments.
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