John Neff

John Neff, CIO at Akre Capital Management, shares insights on a concentrated, long-term equity strategy that prioritizes quality businesses and strong management. He explains the challenges of beating the S&P 500 and discusses the risks and implications of AI on software valuations. Neff highlights strategic reinvestment options and contrasts how different companies respond to AI. With a focus on solid holdings like Mastercard, he emphasizes the importance of a compounding mindset in investment decisions and shares thoughts on private credit practices.