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Talk Your Book: Compounding with Concentrated Portfolios
Animal Spirits Podcast
The Impact of AI on the Market
Ocri Capital has a very concentrated portfolio as well, but you own none of those companies it looks like So did you have to change your your qualitative framework at all to account for a new market that is more tech heavy and Maybe intangible base and all these other things? We don't think so. I guess my view is if AI is as remotely impactful and meaningful as People seem to think it will be then the ability to sit here today and forecast Who's going to be the biggest beneficiary for how long to what extent? Is a challenging thing. But we haven't had to chase a potential bubble In certain AI names in order to participate and and and be to do well.
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