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Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

The Acquirers Podcast

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Why Large Caps Have Dominated and Where Intangibles Fit

Kai links large-cap outperformance to greater intangible investment and earnings growth, shows intangible metrics work beyond tech, and argues multinationals/intangible-heavy companies are more insulated from tariffs.

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