Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway.
Time Trade session note (2026-10-06): Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway. The co-portfolio manager at Heartland Advisors urges… Primary source: original at MarketWatch (marketwatch.com).
· MarketWatch
Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway.
The co-portfolio manager at Heartland Advisors urges investors to shut out Wall Street’s hype on AI and look for companies that can use its technology as costs come down.