Talk Your Book: The Anti-AI Portfolio

Today’s Talk Your Book is brought to you by Akre Capital Management:

• See here for more information on Akre Capital Management

On today’s show, we discuss:

• Why the S&P 500 is one of the most difficult benchmarks to beat
• The Three-Legged Stool framework: Business, Management, and Reinvestment
• How the Three-Legged Stool framework translates to the Akre Focus ETF (AKRE)
• The competitive advantage identified by this framework that allows for long holding periods
• The types of companies have the most to gain from AI adoption
• Mastercard’s history with AI and machine learning dating back to the 1990s
• The trend in private credit of going to new or specialist rating agencies, and whether it’s a cause for concern

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

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