I began my investing journey just before the Covid crash in 2020. Although an extraordinarily brief bear market, it did teach me not to lose one’s head when all around you are losing theirs. I have worked nearly 15 years as a strategy consultant with expertise in communications, cultural change and stakeholder management across various industries including: utilities, transport, construction, healthcare and public sector, I have demonstrated key competences in building intellectual leadership across these sectors enabling clients to envision the future direction of their industry and shaping a path toward enabling them to reach their strategic goals. I have a passion for assisting organisations in looking beyond the myopia of the markets they serve as well as breaking away from conventional thinking around industry structure and business model design. My primary investing research and interest lies within the UK markets with expertise across a number of FTSE 350 and small-cap companies. Although possessing excellent knowledge of the AI and wider tech industry, I remain deeply worried about the path the mega-cap US stocks find themselves on today and remain deeply sceptical of the stated future benefits of large language models.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of BP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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