Episode Details

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

Learn more about your ad choices. Visit megaphone.fm/adchoices