Jacob Pozharny, a partner at Bridgeway Capital Management, dives into the world of intangible assets and their critical role in modern investment strategies. He explains how elements like intellectual property and brand value complicate traditional valuation metrics. Jacob highlights the growing importance of sentiment analysis for high-intangible companies and discusses the implications of AI on valuation methods. He also shares insights on long-short investing, the importance of humility in investing, and opportunities in international markets.