Imran Khan
๐ค SpeakerAppearances Over Time
Podcast Appearances
But you also have to think about the two years, three years, five years, 10 years later, that context will change. So when you're making a long-term investment decision, and you know that you're going to get stuck with that decision, you have to be very comfortable that you are okay with that as the context change at different variables. What have you changed your mind on in the last 12 months?
I'm a big believer in AI and really looking at each businesses, you know, are they are beneficial of AI or they will be challenged by AI. And that's probably one way of changing. And then I'm also, the companies that will be beneficial of AI, I also need to trying to get this context window right.
I'm a big believer in AI and really looking at each businesses, you know, are they are beneficial of AI or they will be challenged by AI. And that's probably one way of changing. And then I'm also, the companies that will be beneficial of AI, I also need to trying to get this context window right.
I'm a big believer in AI and really looking at each businesses, you know, are they are beneficial of AI or they will be challenged by AI. And that's probably one way of changing. And then I'm also, the companies that will be beneficial of AI, I also need to trying to get this context window right.
Because some companies might be beneficiaries of AI, but that may not be in two years, in four years. So you have to think about those businesses differently than the companies that will be benefited immediately. So you've got to get that context window right. I think AI is as important as internet. What question are you not asked that you should be asked more?
Because some companies might be beneficiaries of AI, but that may not be in two years, in four years. So you have to think about those businesses differently than the companies that will be benefited immediately. So you've got to get that context window right. I think AI is as important as internet. What question are you not asked that you should be asked more?
Because some companies might be beneficiaries of AI, but that may not be in two years, in four years. So you have to think about those businesses differently than the companies that will be benefited immediately. So you've got to get that context window right. I think AI is as important as internet. What question are you not asked that you should be asked more?
So in my business, you know, everybody focus on return, but nobody really ask about after tax return. This is going back, you know, I look at so many funds, you know, they're just constantly in and out. And, you know, after tax return is terrible. It blows my mind if I do 100 meetings, probably one or two meetings I get where clients ask you about what's your after tax return.
So in my business, you know, everybody focus on return, but nobody really ask about after tax return. This is going back, you know, I look at so many funds, you know, they're just constantly in and out. And, you know, after tax return is terrible. It blows my mind if I do 100 meetings, probably one or two meetings I get where clients ask you about what's your after tax return.
So in my business, you know, everybody focus on return, but nobody really ask about after tax return. This is going back, you know, I look at so many funds, you know, they're just constantly in and out. And, you know, after tax return is terrible. It blows my mind if I do 100 meetings, probably one or two meetings I get where clients ask you about what's your after tax return.
Thank you. I appreciate it.
Thank you. I appreciate it.
Thank you. I appreciate it.