The Next Sector That Could Be Cannibalized By AI

Core Viewpoint - The article emphasizes the importance of building a balanced investment portfolio that includes both technology stocks and defensive options, highlighting the need for intrinsic value and strong catalysts in investment decisions [1] Group 1: Investment Strategy - The company focuses on established technology firms and consumer staples, prioritizing company value over market circumstances [1] - A balanced portfolio is essential to ensure clients benefit from technology stock growth while maintaining investments in more stable options [1] Group 2: Experience and Expertise - The company has seven years of active investment experience, managing third-party portfolios and analyzing macroeconomic trends [1] - A Master's degree in Economics and consulting experience for public and private organizations contribute to the company's analytical capabilities [1] Group 3: Challenges and Insights - The company acknowledges the difficulty of "buying low and selling high," particularly during market crises such as those in 2020 and 2022 [1] - The pressures of public tenders have provided insights into market stress, paralleling the challenges faced during stock market downturns [1] Group 4: Social Responsibility - The company promotes financial inclusion programs for women, recognizing the need for greater opportunities in finance [1] - Efforts to expand opportunities for women in finance are seen as a significant challenge and a priority for the company [1]