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In this episode of The Acquirers Podcast Tobias chats with Drew Dickson of Albert Bridge. During the interview Drew provided some great insights into:
- Hunting Alpha In Europe
- The DCF is the Randy Watson of Valuation
- Voting Machine Or Weighing Machine
- How To Build A Debiasing Strategy
- Narrative Driven Markets
- The Math On Tesla Just Doesn’t Add Up
- Modelling For A Global Pandemic
- Fama vs Thaler
- Asness Early On Momentum
- Compensation For Risk
- The Underreaction Thing That Drives Momentum
- Short Sellers Are A Paragon Of Virtue
- What’s A Gamma Squeeze!?
- Behavioral Dynamics That Drive Value Or Growth
- Alpha Can’t Be Extracted From A Diversified Portfolio
- Finding Opportunities Through An Avalanche Of Information
- Building Shadow Models
- 35% – 50% Of The AUM In The Top Five Positions
- Getting Impact On Your Winners
- When The Unsinkable Berkshire Was Down Lower Than The Market
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Big Tech's 'breathtaking' $660bn spending spree reignites AI bubble fears
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour. https://www.ft.com/content/0e7f6374-3fd5-46ce-a538-e4b0b8b6e6cd Big Tech stocks have sold off heavily after the companies unveiled plans to spend $660bn this year on AI, as investors fret that the “breathtaking” capital expenditures are outpacing the earnings potential of the new technology.
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