Ted Seides
speaker
4,298 appearances
32 recordings
1 series
first heard Mar 2026
last heard 17 Aug
Ted Seides’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 32 in all, peaking in Jul 2026 with 7.
Appearances
Well, I'm going to ask you one more.
We touched on this in some ways earlier, but what's the biggest mistake you've made?
Could be investing, could be life.
And what did you learn from it?
All right.
Let's leave it at that, Colette.
It was so much fun.
Thanks again.
Have a good one and see you next time.
This, what Ted's thinking, AI, fundamentals valuation, and the next allocator dilemma, takes on a high-level assessment of AI companies as late-stage private winners prepare to go public and the next big challenge allocators face as a result.
I'm sitting in my classroom in disbelief.
Five years of training and value investing and a year and a half at business school led me to a class called Managing the Market Space.
The old marketplace of revenues, margins, and cash flow driving shareholder value had suddenly been replaced by clicks and eyeballs.
Shortly thereafter, I attended a wedding and sat next to someone working at a technology company.
The business had just gone public, sporting a three billion dollar market cap and three million in revenue.
The more questions I asked, the more confused I became with the answers.
Eventually, that recent warden graduate turned to me in frustration and said, You just don't get it.
He was right.
I couldn't see the future or understand the present.
It was the spring of two thousand.
Showing 2201–2220 of 4,298 · page 111 of 215
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