Theron Mohamed
- Indexed articles, last 90 days
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- Sep 11, 2026
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- Aug 26, 2026
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Michael Burry says the best defense against dollar doom and AI disasters might be a fine Bordeaux - AOL (opens the original)
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Michael Burry made the case for investing in fine wines in a Substack post on Thursday. The "Big Short" investor said they're a "terrific diversifier" for portfolios. Burry said fine wines could benefit from dollar decline, fiat flight, and AI fallout. Michael Burry has turned from water to wine. The star of "The Big Short," who made waves for investing in water after calling the collapse of the mid-2000s US housing bubble, explained why he's betting on fine wines in a Substack post on Thursday.
Tim Cook and Warren Buffett are showing what former CEOs can do for their companies - AOL (opens the original)
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Tim Cook and Warren Buffett are showing that former CEOs can remain central players at companies. Cook is poised to help new CEO John Ternus by leveraging his global connections as executive chair. Buffett led Berkshire's huge investment in Alphabet and consults with his successor on major decisions. Two iconic business leaders are showing that stepping down as CEO doesn't have to mean stepping away from a company. Tim Cook resigned as Apple's CEO this month after 15 years in the job, while Warr
'Black Swan' investor Mark Spitznagel says the crash of a lifetime is coming after one more 'euphoric rally' - AOL (opens the original)
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"Black Swan" investor Mark Spitznagel sees the AI boom reaching new heights before collapsing. The Universa Investments chief anticipates a "euphoric rally" before the crash of a lifetime. He spoke about how difficult it is to bleed money most days while waiting for disaster to strike. Mark Spitznagel says the AI boom likely has further to run, but a monumental crash is coming. The founder and chief of Universa Investments, a "Black Swan" fund that aims to win big from catastrophes, shared his s
Nvidia has built a $99 billion equity portfolio from almost scratch in 2 years - AOL (opens the original)
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Nvidia has amassed $99 billion in equity investments by backing its tech peers. That's a 14-fold increase from last summer when it had a roughly $7 billion equity portfolio. Nvidia has said it's helping customers meet demand, but skeptics have said it's "overreaching." Nvidia has built a nearly $100 billion equity portfolio from virtually scratch in just two years by investing in other tech companies. The AI chipmaker, led by CEO Jensen Huang, held $99 billion in equity investments as of July 26
Warren Buffett piled into Alphabet to bet big on AI, successor Greg Abel says - AOL (opens the original)
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Warren Buffett bet big on Alphabet to gain exposure to the AI boom, Greg Abel says. Berkshire Hathaway's new CEO said Buffett is still weighing in on big decisions at the company. Abel said he consulted with Buffett before taking part in Alphabet's stock offering this year. Warren Buffett bet on Alphabet to tap into the AI boom, and he's still helping to call the shots at Berkshire Hathaway, Greg Abel says. The legendary investor was succeeded by Abel at the start of this year after nearly six d
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