description
More Videos
Amazon, GE and What to Look for in a Business (3:53)
How a company management can create or destroy business value over time
Watch Now
What Gets You Excited About the Next Decade? (2:49)
Beyond the growth expected via breakthrough technologies, the low prices produced by uncertainty should excite every rational investor
Watch Now
Separating Hype from Opportunity – Investment Implications of AI (4:44)
How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
Watch Now
