Impactive Capital's Lauren Taylor Wolfe: We're 'absolutely' in an AI bubble & it is going to burst

And so how do you describe your investment process. I'm looking at your 13F, your most recent one at least, and they obviously changed, but I'm seeing names that I remember us discussing last year, SLM Corp. Your prior to that, Concentrics, which didn't do particularly, >> has not done has not done well. >> You still own these things.>> We do. So our we're are long-term oriented. So as you know, going back to Buffett, patience and time is the friend of a long-term investor.And usually it's that long-term ho ...