@alojohhardcore Hi AJ, great content, as always. Is there a play to purchase the Baron Partners Fund (BPTRX)? As of Mar 31st, it was 33% SX and 20% Tesla.
Enterprise software stocks are crashing across the board due to a huge misunderstanding about agentic AI. It's time to clear up this misconception among more investors, so I've now removed the paywall from what is probably my most important write-up of the year so far. It explains which software companies are really threatened by AI and which are not. https://t.co/ViQKcUf9ph
@cantonmeow Very good perspective, you helps us stay calm and keep an open mind until the evidence is clear. For example, 1986 wasn’t the end of that 4 year cycle, it wound up being 1987.
@jaltucher See what $JLP is and has been doing, it’s an absolute steady growth machine that brings income and appreciation. Would be great for the portfolio.