Navigating the Data Center Investment Landscape

Judd Arnold is back for another great episode. We cover so many topics in almost two hours. Stock pickers will love this episode.

We discuss:

• Data Centers (IREN)
• AI (NBIS)
• Offshore Energy (VAL/TDW)
• Bitcoin (CORZ)
• Special Situations (BNED)

I love talking stocks and there are few people I'd rather talk to than Judd.

NOTHING YOU HEAR IS INVESTMENT ADVICE. DO YOUR OWN RESEARCH. THIS IS EDUCATION.

Finally, a big thanks to our sponsors for making this episode happen.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.