22min chapter

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Alex Morris on Buffett and Munger Unscripted, $MSFT, $META, $GOOG, $AAPL Big Tech Cap Ex | S07 E04

The Acquirers Podcast

CHAPTER

Investment Insights and Market Shifts

This chapter explores the investment philosophies of renowned investors, focusing on their experiences with companies like PetroChina and insights into the tech sector. It highlights key decisions around capital allocation and how perspectives on major investments evolve over time. The discussion also examines the changing landscape of capital expenditures among tech companies, particularly the shift towards AI investment and the implications for future trends.

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