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Mailbag: The threat from AI. June 22, 2025

1 tim 16 min•21 juni 2025

– Is a small cap company too big once it issues too many shares?

– What advice can you give me for tracking my portfolio?

– How should we prepare for AI?

– Do dividend timings matter?

– Should I sell down my holding that’s now over 20% of my portfolio?

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