102 days ago
The founder of short selling outfit Muddy Waters has told the accursed always wrong FT that he sees a “new dawn” for short sellers. His thesis is that it is not so much the valuations of AI stocks which he, rightly, sees as crackers but the disruption that AI will cause to the corporate world. Thus, I sense, is only half the story.
150 days ago
Let’s start with two macro predictions...
163 days ago
It strikes me that Sage (SGE) a £7.8 billion market cap company at 826p, is the sort of company that is going to be battered, whatever it has said publicly, by AI. But what do I know? So I asked an expert investor in the sector ( a human not a bot) who answer the question, is Sage an AI sell:
