4 anti-hype anti-AI compounders, with Chloe Stokes and James Rodda
While the big AI players dominate headlines, there are a handful of companies quietly compounding away- they might just be the key to differentiated returns in a potential bubble.
James Rodda from Antipodes and Chloe Stokes from Forager are back to pitch their top anti-ai, anti-hype picks. Plus we challenge them to name a NASDAQ darling they think is a sell.
Chapters:
00:00:00 Introduction
00:00:39 ING Group: Banking Compounder
00:02:39 Brookdale Senior Living Boom
00:04:41 Sage Group’s AI Opportunity
00:06:32 Why IWG Could Win
00:08:46 Sponsor Message
00:09:45 Why Paramount Skydance Sells…
The skinny
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