@jakeclaverqfop: Hype does not last forever, and a reversion to the mean is coming. Until then, look for progressive technologies riding exponential growth that are not yet priced at hype levels. A P/E of 17 to 19 on a fast growing AI company can be fair. At 24 to 27 it starts to look silly. Value investing still applies: find things underpriced or fairly priced. Private markets have outpaced public ones because the upside is mostly gone once a company lists.

Jake Claver

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Tuesday 03 November 2026 22:03:50 GMT