Dot-com

Latest news and analysis on Dot-com

Equities

2026 is not 1999

In 1999, nine of the ten largest stocks re-rated. In 2026, only two have.
TLS
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Jason Teh
Education

David Jenkins - dot-com on steroids reality check for the AI era

GQG's David Jenkins reveals AI capex risks, and explains why earnings are finally returning to gravity.
David Clark
Koda Capital
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