Expectations Investing Part 1
How can you use a company’s stock price to give you a window into the future?
(00:21 ) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is still an advantage for tech companies.
(18:20 ) Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies.
Companies discussed: PATH, AI, ASAN, NVDA
Host: Deidre Woollard Guests: Ricky Mulvey, Bill Barker, Asit Sharma Producer:Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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