
Alex Morris on Buffett and Munger Unscripted, $MSFT, $META, $GOOG, $AAPL Big Tech Cap Ex | S07 E04
03 Feb 2025
1h 1m

This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.



The podcast explores the transformative potential of AI across industries, drawing parallels between AI's impact and historical innovations like Gutenberg's printing press. Jim O'Shaughnessy, investor, author, and entrepreneur, discusses how AI, unlike brute-force computing, learns organically and identifies solutions ...

















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