Information Services
topic on 2 shows · 2 statements across 2 episodes
Invest Like the Best 
Capital Allocators
2 statements about Information Services, every show
Loeb: Third Point Underestimated AI's Disruption of Info Services
“The mistake that we made within the last two years, we obviously were looking for, and we've made some great short investments in, or so we've taken some great shorts and things that are being disrupted
By AI, but where we've made the mistake is that we're con…”
Software and precision instruments consistently out-earn their cost of capital
“Precision instruments, information services, software, these are industries where most participants out earn their cost of capital over extended periods, because there is something about the business, the industry itself that just allows for exceptional return…”