Vulcan Value Partners built an eight-person AI team to drive value
Jim Falbe · Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320) · Jun 8, 2023 · at 19:43
Jim Falbe, former partner at Vulcan Value Partners and founder of Saguaro Capital Management, describes initiating and scaling an in-house AI effort at Vulcan.
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“Ended up with us doing kind of a full AI effort at Vulcan, where we, you know, had eight people at the peak, and we're spending a lot of money, but just added a ton of value.”
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