PodcastTalking Billions with Bogumil BaranowskiOctober 16, 2026
100 Year Thinkers: Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI
Robert Hagstrom and Chris Davis discuss holding great companies, position sizing limits, index concentration risk, return on capital, hyperscaler capex cycles and who captures value from AI.
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