James Chokmok
speaker
96 appearances
2 recordings
2 series
first heard Jan 2026
last heard 28 Jan
James Chokmok’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jan 2026 with 2.
Appearances
But, you know, we think that, you know, where you want to be overweight
is outside of big cap.
We're looking at small cap.
We're looking at continuing to look at commodities.
We think that's where the money's going to go.
It was a ho-hum.
It was kind of what we expected.
It just didn't surpass expectations.
But the results do not warrant a change in our view.
Yeah, I mean, it adds another element to the story, but that's not why we're investors in it.
I don't think that that's going to be something that's factored in, in a material way, one way or another.
at the current time.
So, you know, we're looking at it from a long-term standpoint, the optionality on all those areas that you listed, from robotics to self-driving, autonomous driving.
And, you know, that's where the opportunities lie and that's why we're invested in it.
But at the valuations that it's at and, you know, question marks around, you know, the demand side and give it a macro backdrop,
You know, we just think, you know, it's prudent to be cautious with it, but still maintain a small position in the portfolio.
At this time, I got to listen to the call, see see what happens.
I mean, but you could hear you could hear something today.
if and only if it provides a change in my estimates.
Because really one of the things that I focus on, I prioritize is what is the degree of the change in the estimates in absolute terms?
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