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Laments issues with industry attitudes
Focus on data centres in the US
Questions of a bubble mount
Companies that prosper 'in all weathers'
Ten stock sales over the period
First time since 2018
Dangers of being 'priced for perfection'
'Total lack of joined up thinking'
Earnings stronger than predicted
Focus on ‘picks and shovels’
03 October 2024
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4 min read
