13min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP686: Big Tech Stocks w/ Adam Seessel

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Tech Investments and Market Dynamics

This chapter reflects on the speaker's investment strategies in major tech companies like Microsoft, Apple, and NVIDIA, revealing missed opportunities and skepticism about the latter's future. It also analyzes the impact of AI on Fortune 500 firms and contrasts the performances of Progressive and Geico in the auto insurance industry, highlighting Progressive's innovative approach to risk assessment.

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