VALUE: After Hours (S07 E40): Running Oak’s Seth Cogswell on his Efficient Growth Strategy

The Acquirer's Multiple®
17/11/2025
VALUE: After Hours (S07 E40): Running Oak’s Seth Cogswell on his Efficient Growth Strategy

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Episode Synopsis

During their recent episode, Taylor, Carlisle, and Seth Cogswell discussed: The Passive Investing Problem No One Talks About: Hidden Risk Why Apple and Microsoft Could Fall 50–70% and Still Be Overvalued The AI Paradox: Why Tech Burns Cash While Other Sectors Capture the Value AI As An Existential Crisis The ...

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