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Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09

The Acquirers Podcast

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Analyzing Massive Investments and Complex Adaptive Systems

This chapter discusses the significant investments proposed by tech giants like Apple and Oracle, highlighting the obstacles in achieving these financial commitments. It also examines the impact of large infrastructure projects, including an ambitious data center by Zuckerberg, and the importance of recalibrating complex adaptive systems in the economy to prevent systemic failures.

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