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Podcast: The Evenlode Podcast
Episode: Evenlode UK Select Investment View – Moats in the sale
Description: Every stock market cycle is unique, but with generative-AI euphoria in full swing it is hard to ignore the parallels at play today with previous technology capital investment booms – not least the TMT boom of the late 1990s.Here we discuss in detail how three of our current investments are harnessing AI technology for product development.---Please note, these views represent the opinions of the Evenlode team as of 17th November 2025 and do not constitute investment advice.Past performance is not a reliable indicator of future results. The value of in...