Q1 2025: AI – a gamechanger for exotic investing?

As you can imagine, the quarter was not great. I am down 11 percent in SEK for Q1 2025. The only change in the portfolio is an increase in RFM Corp. There is a lot to be said about presidents, tariffs, currency movements and predictability, but I will not. The only thing I will say is this: If you own…
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