Tyler Crowe
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Appearances Over Time
Podcast Appearances
My question is, what are some hidden gems outside of the AI world to keep an eye, help diversify my portfolio?
Thanks from Tyler.
So, John, I've let Matt go first for the other couple segments.
So I'm going to give you honors.
What are some of the companies when you're thinking non-AI stocks to diversify portfolio?
What are you looking at?
John, to your point about deckers, all I can say is I can see why they have gross margins like that when I end up buying my Hoka trail running shoes every once in a while from them.
So, yes, can confirm good pricing power on whatever they do.
Matt, what are you looking at for non-AI stocks right now?
You know, five is actually pretty good.
So we got Deckers, we got Casella Waste Systems, we got Trex, Berkshire, and Disney.
You know, that's a pretty good basket of non-AI players.
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Thanks to our producer, Dan Boyd, and the rest of the Motley Fool team.
For Matt, John, and myself, thanks for listening, and we'll chat again soon.
Yeah.
And this is not just something that we're seeing in these numbers right now.