Value Hive Podcast Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)
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Dec 13, 2024 Judd Arnold, from Lake Cornelia Investment Research, is a savvy stock picker focused on event-driven and thematic investing. He dives into the booming world of data centers and how AI is reshaping market dynamics. The discussion also uncovers the potential of crypto investments, particularly Bitcoin and its mining landscape. Judd elaborates on offshore energy opportunities and dissects special situations in the market. His insights encourage a deeper understanding of investment strategies amidst evolving technologies and sectors.
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Random Career Start
- Judd Arnold's career began in Lehman Brothers' power and utility investment banking group.
- This happened randomly after switching from industrials during his internship.
Missing the AI Trade
- Judd missed the AI demand story trade despite his energy expertise.
- He emphasizes the importance of focusing on the right areas and how research-driven investors often spot trends earlier.
Crimes of Necessity vs. Passion
- Judd categorizes trades as "crimes of necessity" or "crimes of passion".
- Crimes of necessity are mandate-driven, while crimes of passion represent exciting, multi-year secular trends.
