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Today’s Talk Your Book is sponsored by Akre Capital Management:

See here for more information on Akre Capital Management

On today’s show, we discuss:

Why the S&P 500 is one of the most difficult benchmarks to beat
The Three-Legged Stool framework: Business, Management, and Reinvestment
How the Three-Legged Stool framework translates to the Akre Focus ETF (AKRE)
The competitive advantage identified by this framework that allows for long holding periods
The types of companies have the most to gain from AI adoption
Mastercard’s history with AI and machine learning dating back to the 1990s
The trend in private credit of going to new or specialist rating agencies, and whether it’s a cause for concern

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they’re reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits

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Talk Your Book: The Anti-AI Portfolio

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