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9min chapter
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny
Excess Returns
Valuing Intangibles in the AI Era
This chapter explores the growth of intangible assets amidst the rise of AI, contrasting trends between U.S. and international companies. The discussion highlights challenges in accurately assessing AI investments and their impact on profitability, particularly in technology sectors. It also addresses the use of machine learning and natural language processing for evaluating brand value and investment strategies, cautioning against biases in historical data analysis.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode