Why Buffett Would Be Short the “AI Horses” Right Now

Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis.

My new book ⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠ is now available via ⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠

────────────────────── ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria. Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ────────────────────── See our latest episodes at https://acquirersmultiple.com/podcast

ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

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ABOUT TOBIAS CARLISLE Principal, Acquirers Funds. Author of books on investing, most recently ⁠Crash Test Dummy⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.