Howard Marks (mentioned)

Franklin Templeton CEO on its own AI tools: "they're seeing 23% more clients"

7 lessons: why she says a CEO cannot pace themselves against China, the governance layer she thinks every company is missing, and why AI has not rerated…

3 hrs ago • The Scuttlebutt

Wei Li: US tech trades on the same multiple as the rest of the market, so no bubble yet

16 takeaways: Why she is underweight long-dated Treasuries, the internal AI tool BlackRock will now name, and the word she wants investors to start…

Sep 2 • The Scuttlebutt

Kyle Grieve & Shawn O'Malley: the $320 fair value that missed a five-bagger, how Comfort Systems' backlog grew eightfold, and why they still…

How a boring Houston contractor became an AI trade, the $24 billion of contracts rivals cannot bid on, an incentive plan paid at its 200% cap, and the…

Aug 30 • The Scuttlebutt

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