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A simpler way to value a stock w/ Andrew Page

Equity Mates Investing Podcast

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Nvidia's Valuation Skyrocketed

We own Nvidia in most of our specialty funds. We've been taking it down for quite a while because its valuation skyrocketed relative to the other AI plays that we think are pretty profound. Twilio, many people don't know the name, is it 2 times sales. Once you've got a visionary leader, AI expertise and domain expertise is proprietary data. And so you'll see every company in our portfolio is there at least in part with an AI angle in mind.

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