123. Flocken, döden och tjejmatten
Summary
I this episode of Börssurr, hosts Mitelman and Mellqvist explore the dominance of "herd mentality" in global markets, arguing that short-term investors should follow trends while long-term investors seek value in undervalued sectors like real estate and small caps. They discuss Wilborgs' strategy in Malmö, the underperformance of recent IPOs like Very Sure and Volvo Cars, and the shift in luxury consumption from LVMH to L'Oréal. The conversation also touches on the rising popularity of crypto among younger wealthy investors, the importance of human interaction in the AI era, and the potenti…
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