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