TCI Fund Management held a conference promoting an 'anti-AI' investment portfolio, arguing that AI hype is overblown and that traditional value stocks offer better returns. The firm presented a portfolio of companies with strong moats and multiples, excluding AI-focused firms.
Article URL:
https://moatsandmultiples.substack.com/p/inside-tcis-conference-the-anti-ai Comments URL: https://news.ycombinator.com/item?id=48665020
Points: 1
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