@AndrewRangeley / appears on yet-another-value, yet-another-value, yet-another-value, yet-another-value, yet-another-value, yet-another-value, yet-another-value, yet-another-value
No settled calls yet — credibility updates as call horizons resolve.
WPP, IPG Amica, they haven't done that well over 5 years, 10 years, 20 years. Like they all trail the S&P 500. And I think that's because like the, the human intellectual capital sucks up all the excess returns.
you think Snap was an AI winner, not an AI loser. There are going to be a lot of companies that are AI quote unquote losers today that are going to be winners and generate massive returns.
Disclosure, I have a position in ABVX. But listen to the podcast with Adam May that I did on ABVX. And ABVX comes and they report blowout efficacy results. But there are some safety signals in the drug that they report.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
I do think these markets are having issues where they can be gamed... the ambiguity in these things resolving combined with the reflexivity of them impacting the world, it's pretty big risk to the business model, in my opinion.
people have always said, hey, there's power in the brand. But I'm wondering if the power actually increases going forward in the AI world.
No reach data yet.
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