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Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)

Value Hive Podcast

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Intro

The chapter centers on the tradition of recording a pre-Christmas podcast where the speakers delve into investment processes and idea generation. They outline plans to examine various investment sectors, including AI and cryptocurrency, while highlighting the constraints that shape investor choices.

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