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All Angles
From Capex to Conviction: Investing Through Disruption and Opportunity
5 December 2025
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It’s growth investing, just not as we knew it. Technology is disrupting the traditional signals for growth companies. In this episode, we explore what the AI revolution means for the future of growth companies, the potential for bubbles, current opportunities underappreciated by the market and look forward to what 2026 has in store.
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