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4min chapter
Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker
Forward Guidance
Fabricnet Two: A Value Investor's Guide
Some Taiwanese companies are trading at like one times the last 12 months earnings. Taiwan is a difficult market to buy single name equities and there's, you know, paperwork involved. The valuation difference between Taiwan and the United States for companies that are essentially identical in terms of potential upside can be arbitrageable. There might be a blow up lurking under the surface in the Taiwanese dollar.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode