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@ContrarianCurse: From Analyst To Portfolio Manager

Value Hive Podcast

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Navigating Volatility: AI and Investment Strategies

This chapter explores investor strategies in volatile markets, highlighting AI-related trades and semiconductor investments. It emphasizes the need for a balance between thorough research and timely decision-making, while questioning traditional valuation metrics. The conversation also covers issues in assessing market sentiment and the intricacies of valuing Chinese companies, alongside a focus on renewable energy investments and the role of power in advancing AI technology.

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