Kelsey Carragher’s Post

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? https://ow.ly/Q8BE30sECrT #RichardsonWealth #WealthManagement #Valuations

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? https://ow.ly/1zxt30sEJR8 #RichardsonWealth #WealthManagement #Valuations

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? https://ow.ly/ltib30sEJRa #RichardsonWealth #WealthManagement #Valuations

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? https://ow.ly/JWle30sEvFB #RichardsonWealth #WealthManagement #Valuations

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? https://ow.ly/f4ET30sEKog #RichardsonWealth #WealthManagement #Valuations

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? https://ow.ly/yoye30sEKok #RichardsonWealth #WealthManagement #Valuations

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? https://ow.ly/p3EA30sEwVS #RichardsonWealth #WealthManagement #Valuations

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? https://ow.ly/gJYy30sEJR9 #RichardsonWealth #WealthManagement #Valuations

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? We are excited about further AI deployments and advances. Will markets take things too far? Absolutely, that is what markets do. https://lnkd.in/eBPXCafn #RichardsonWealth #WealthManagement #Valuations

Simple but still fascinating piece of research by Morgan Stanley: over the years they have simply counted the number of mentions of "operational efficiency" in the calls with analysts and investors. Interesting to see that 2024 marks an all-time high. We'll see if we'll see that back in our sales in 2024..... #𝗖𝗼𝘀𝘁𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 #𝗮𝗶 #𝗰𝗼𝘀𝘁𝗰𝘂𝘁𝘀