News und Analysen
![Buffett's Berkshire Increases Stake In Occidental Petroleum (OXY): https://www.marketbeat.com/logos/articles/med_20230630093651_buffetts-berkshire-increases-stake-in-occidental-p.jpg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBN0pCYXc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--4a1c93a9a7eb625f61a3f3ca26333e808d580483/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/med_20230630093651_buffetts-berkshire-increases-stake-in-occidental-p.jpg?locale=de)
Buffett's Berkshire Increases Stake In Occidental Petroleum (OXY)
Warren Buffett's Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) disclosed in a filing late Wednesday that it purchased an additional 2,138,250 shares of Occidental Petroleum (NYSE: OXY). Buffett's
![Investors are Buying Big Oil, is it Time for You to Do the Same?: https://www.marketbeat.com/logos/articles/med_20230614154038_investors-are-buying-big-oil-is-it-time-for-you-to.jpg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBeDB4YXc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--5bcf8a1b3d1485ed6c426b7e3d8acd24c0ad59ef/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/med_20230614154038_investors-are-buying-big-oil-is-it-time-for-you-to.jpg?locale=de)
Investors are Buying Big Oil, is it Time for You to Do the Same?
It’s typically big news when Warren Buffett makes a big buy. That was the case when Buffett’s hedge fund, Berkshire Hathaway, Inc. (NYSE: BRK.B) announced it was significantly adding to its stake
![Don't Overlook Hidden Gem Kinsale As Rallies To New Highs: https://www.marketbeat.com/logos/articles/med_20230607053118_dont-overlook-hidden-gem-kinsale-as-rallies-to-new.jpg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdzRvYXc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--7daaec7aa905a9b71aa50dcb1d4fd09556663926/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/med_20230607053118_dont-overlook-hidden-gem-kinsale-as-rallies-to-new.jpg?locale=de)
Don't Overlook Hidden Gem Kinsale As Rallies To New Highs
Many investors might not get too excited about the insurance business. Still, it’s probably worth a reminder that insurance float is a big factor behind the success of Warren Buffett and Berkshire
![New Discovery: Goldflare Obtains 15 g/t Over 7 Meters on the Goldfields Project: https://www.irw-press.at/prcom/images/messages/2023/70771/goldfield05312023_EN_PRcom.002.jpeg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBL2tmYXc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--04cbbeef215065fb2a31f794c7c846d28e35c350/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/goldfield05312023_EN_PRcom.002.jpeg?locale=de)
New Discovery: Goldflare Obtains 15 g/t Over 7 Meters on the Goldfields Project
Piedmont (Quebec), May 31st, 2023 – Goldflare Exploration Inc. (TSXV: GOFL) (“Goldflare” or “the Company”) announces the results of three drill holes from a seven (7) drill hole program
![Neue Entdeckung: Goldflare erbohrt 15 g/t über 7 Meter auf dem Projekt Goldfields: https://www.irw-press.at/prcom/images/messages/2023/70771/goldfield05312023_DE_PRcom.002.jpeg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBL2NmYXc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--5ec44d4bf8c187bc68238d8dc995350831e57cec/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/goldfield05312023_DE_PRcom.002.jpeg?locale=de)
Neue Entdeckung: Goldflare erbohrt 15 g/t über 7 Meter auf dem Projekt Goldfields
Piemont (Quebec), 31. Mai 2023 - Goldflare Exploration Inc. (TSXV: GOFL) („Goldflare“ oder „das Unternehmen“) gibt die Ergebnisse aus drei Bohrungen seines sieben (7) Bohrungen (Gesamtlänge
![3 Large Banks Presenting Value Opportunities After Sector Selloff: https://www.marketbeat.com/logos/articles/med_20230523045251_3-large-banks-presenting-value-opportunities-after.jpg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBNzBXYXc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--009c5a38390069ba45eac13589dc77ff393bb708/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/med_20230523045251_3-large-banks-presenting-value-opportunities-after.jpg?locale=de)
3 Large Banks Presenting Value Opportunities After Sector Selloff
The financials sector is the worst performer in the past three months, which should come as no surprise following multiple regional bank failures and scares.
But large-cap financials Bank of
![Buffett's Latest Buys: What Stocks Is He Adding to His Portfolio?: https://www.marketbeat.com/logos/articles/med_20230517074410_buffetts-latest-buys-what-stocks-is-he-adding-to-h.jpg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBNndRYXc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--6d9dcf9684073f51b3f87b4c5dd5a4897d4f4a9c/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/med_20230517074410_buffetts-latest-buys-what-stocks-is-he-adding-to-h.jpg?locale=de)
Buffett's Latest Buys: What Stocks Is He Adding to His Portfolio?
At the most recent Berkshire Hathaway Inc. (NYSE:BRK.B) investors conference in early May, Warren Buffett offered some insights into his most recent buys and sells, but more detail was released
Berkshire Hathaway: Warren Buffett häuft weiter Cash an
Auf den ersten Blick ist alles wie immer: bereits in der späten Nacht bilden sich die ersten Schlangen vor
Berkshire bleibt auf Erfolgskurs
Der Geschäftsbericht von Berkshire Hathaway wird jedes Frühjahr von mehr Anlegern erwartet als jeder
![Saturn Oil & Gas Inc. meldet 145 Millionen Barrel Öläquivalent an Reserven und Nettobarwert (NPV10%) der nachgewiesenen, erschlossenen und produktiven Reserven von 1,4 Milliarden $](/assets/news/news15-207f60e93f55a63563671c62b1e07d0bc426e50a03c286a608f29c8138f4f1de.png)
Saturn Oil & Gas Inc. meldet 145 Millionen Barrel Öläquivalent an Reserven und Nettobarwert (NPV10%) der nachgewiesenen, erschlossenen und produktiven Reserven von 1,4 Milliarden $
Calgary (Alberta), 30. Januar 2024 / IRW-Press / Saturn Oil & Gas Inc. (TSX-V: SOIL) (FWB: SMKA) (OTCQX: OILSF) („Saturn“ oder das „Unternehmen“) freut sich, die Ergebnisse der unabhängigen
Ron Burkle Net Worth: A Testament to Hard Work
Ronald Burkle is a billionaire businessman and the founder of the Yucaipa Companies. He dropped out of college to work with his father as a box boy. Ron Burkle later launched his private equity
![All You Need to Know About State-Run Auto-IRA Programs:](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBM0dlTUE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--135aa911a44872043394b7f06162d7db68b860b9/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/entrepreneur-1340649_1280.jpg?locale=de)
All You Need to Know About State-Run Auto-IRA Programs
Almost half of private sector workers in the United States do not have access to employer sponsored retirement plans. This is one of the factors contributing to the large number of people who reach
![How To Prepare For Disruptors To The Retirement Savings Industry In 2024 And Beyond:](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBM0dlTUE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--135aa911a44872043394b7f06162d7db68b860b9/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/entrepreneur-1340649_1280.jpg?locale=de)
How To Prepare For Disruptors To The Retirement Savings Industry In 2024 And Beyond
Do not count on your 401(k) plan alone.
This weakness of many retirement portfolios is just one of the findings from a recent report on the state of retirement in America released by investment
![Career Cushioning: Over Two-Thirds of Workers Actively Pursuing New Job Prospects:](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBM0dlTUE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--135aa911a44872043394b7f06162d7db68b860b9/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/entrepreneur-1340649_1280.jpg?locale=de)
Career Cushioning: Over Two-Thirds of Workers Actively Pursuing New Job Prospects
- 68% of professionals have already been looking for new jobs as a ‘just in case’ tactic
- Almost half (48%) blame low job satisfaction as the reason for their current mindset
- Top career
![Professional Investors Focus On Life Settlements As Alternative Assets Sector Grows: https://www.valuewalk.com/wp-content/uploads/2023/08/Investing-300x150.jpeg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBeWwxYXc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--278543fd501d3b8bb1ca47604aef98b7c27ac068/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/Investing-300x150.jpeg?locale=de)
Professional Investors Focus On Life Settlements As Alternative Assets Sector Grows
- Nearly two out of five expect dramatic growth as pension funds and wealth managers start to invest in the sector, new research shows
- Strong annual returns are driving growing interest in
![Demystifying Workers’ Compensation Insurance: Unraveling the Essentials: https://www.valuewalk.com/wp-content/uploads/2023/04/Workers-Compensation-Insurance-300x150.jpeg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBN0Z3YXc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--04aea89671e65235abdc32ae9448dbf6393b0041/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/Workers-Compensation-Insurance-300x150.jpeg?locale=de)
Demystifying Workers’ Compensation Insurance: Unraveling the Essentials
Workers’ compensation insurance plays a vital role in the business landscape, serving as a protective barrier for both businesses and employees in case of work-related accidents or illnesses.
Warren Buffet Net Worth: From Paperboy to Billionaire
Warren Buffett is an American business magnate with a net worth of $116.4 billion. Known as the Oracle of Omaha, Buffett is regarded as the most successful investor in the 20th and 21st centuries.
![Berkshire Hathaway Earnings “Acquisitions and Investment Portfolio Gains Boost Overall Results” – Morningstar: https://www.valuewalk.com/wp-content/uploads/2023/03/Warren-Buffett-300x150.jpeg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBK3JsYWc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--bfc73a56f09242b6257f3fed20f354e32b035c96/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/Warren-Buffett-300x150.jpeg?locale=de)
Berkshire Hathaway Earnings “Acquisitions and Investment Portfolio Gains Boost Overall Results” – Morningstar
Morningstar published its updated analyst note for the second-quarter earnings report for Berkshire Hathaway Inc Class A (NYSE:BRK.A).
Berkshire Hathaway’s Earnings
With wide-moat Berkshire
![Allocations To Real Estate And Life Settlements Will Increase Dramatically: https://www.valuewalk.com/wp-content/uploads/2023/06/Highest-Real-Estate-Price-Increases--300x150.jpeg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBL2dsYXc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--053ddca5342ec9339d225eaf2b3de0a8c484da19/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/Highest-Real-Estate-Price-Increases--300x150.jpeg?locale=de)
Allocations To Real Estate And Life Settlements Will Increase Dramatically
- Hedge fund asset class will also benefit as professional investors shift allocations over the next three years
- Demand for alternatives is driving growing interest in Managing Partners Group
![Can I Rely On Social Security in Retirement?: https://www.valuewalk.com/wp-content/uploads/2023/02/Social-Security-benefits-300x150.jpeg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBd3ZsV1E9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--57234ee6b01dce37f16996872ecf9156cd3f4fd9/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/Social-Security-benefits-300x150.jpeg?locale=de)
Can I Rely On Social Security in Retirement?
A few months ago, you may have heard news about the Social Security Administration’s largest trust fund being depleted by 2033. With the Old-Age and Survivors Insurance (OASI) Trust Fund heading
![3 In 5 US Employees Experiencing Increased Workplace Stress In 2023: https://www.valuewalk.com/wp-content/uploads/2020/07/stress__1593636000-300x200.jpg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBOHRLYXc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--f2c6099d46a9d38dbcdd7606ffd4351665616937/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/stress__1593636000-300x200.jpg?locale=de)
3 In 5 US Employees Experiencing Increased Workplace Stress In 2023
3 in 5 state that they have started suffering from workplace stress this year – over half feel employers aren’t doing enough.
- 60% of professionals suffer from workplace-related stress
- 45% of
![Five Ways To Motivate Remote Workers – And Why Time Tracking Software Isn’t The Answer!:](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBM0dlTUE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--135aa911a44872043394b7f06162d7db68b860b9/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/entrepreneur-1340649_1280.jpg?locale=de)
Five Ways To Motivate Remote Workers – And Why Time Tracking Software Isn’t The Answer!
Employee engagement experts reveal five ways to motivate remote workers – and why time tracking software ISN’T the answer!
There are many harmful misconceptions surrounding remote working
![Who Pays The Most Taxes In The U.S.?: https://www.valuewalk.com/wp-content/uploads/2023/04/Property-Tax-Credits-from-Maryland-300x150.jpeg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBOHpuYWc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--bcfa51fc8701e3713785b484a4bf68995d0ce72a/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/Property-Tax-Credits-from-Maryland-300x150.jpeg?locale=de)
Who Pays The Most Taxes In The U.S.?
Most income taxes in the United States are paid by the people with the most income. That is in keeping with the generally progressive nature of the individual federal income tax, the primary source
![Wise Men Rush In Where Fools Fear To Tread: Reflections On The 2023 Berkshire Hathaway Meeting: https://www.valuewalk.com/wp-content/uploads/2023/03/Warren-Buffett-300x150.jpeg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBK3JsYWc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--bfc73a56f09242b6257f3fed20f354e32b035c96/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/Warren-Buffett-300x150.jpeg?locale=de)
Wise Men Rush In Where Fools Fear To Tread: Reflections On The 2023 Berkshire Hathaway Meeting
“If people weren’t wrong so often, we wouldn’t be so rich.”
Charlie Munger
The untutored human mind is relentlessly irrational.
And blithely indifferent to its own irrationality.
As my
![Warren Buffett vs Big Tech: Does AI Have A Place In Your Investment Portfolio?: https://www.valuewalk.com/wp-content/uploads/2023/03/Warren-Buffett-300x150.jpeg](https://www.sharewise.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBK3JsYWc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--bfc73a56f09242b6257f3fed20f354e32b035c96/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKTXpVd2VBWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--aa36f503a05c343bf077379e5dc8bce118d9db18/Warren-Buffett-300x150.jpeg?locale=de)
Warren Buffett vs Big Tech: Does AI Have A Place In Your Investment Portfolio?
Artificial Intelligence (AI) stocks should now be part of most investors’ portfolios as Big Tech prepare for an AI boom, suggests the CEO and founder of one of the world’s largest independent