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Ep 159: Jeremie Capron: How AI And Automation Go Beyond Technology

Investing With IBD

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The Diversification of Robotics and Automation

In robotics and automation, it's not just super high growth, high multiple stocks. In fact, if you look at the aggregate P for the robot portfolio today, it's around 25 times. And that's been in line with the historical average since 2013. At the high, we hit 30 times now we've compressed to 25. So in aggregate, you know, that basket is not expensive.

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