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Transcript: Ankur Crawford, Portfolio Manager, Alger Capital Appreciation
The transcript from this week’s, MiB: Ankur Crawford, Portfolio Manager, Alger Capital Appreciation, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ MASTERS……
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The AI Boom Is Turning This Cable Maker Into a Stock to Watch
Belden shares surged after record quarterly results and AI data-center demand, while its $1.85 billion RUCKUS Networks acquisition and Buy-rated analyst outlook fuel further growth expectations.
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A Star Investor Just Trimmed Amazon—Here’s What It means
Third Point trimmed Amazon by 10% while Baupost, Coatue, and Appaloosa bought more, suggesting the stock’s slide stems from rising 2025 spending plans, not fading hedge fund confidence.
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