Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The letter emphasizes the vital role of AI adoption in capital markets, highlighting a projected $7 trillion in new debt issuance by 2029 due to increased AI computing investments by hyperscale companies. This trend presents both risks and opportunities. The firm has shifted away from semiconductors during the quarter, as they require 2027 or 2028 spending levels for sustainable returns. The Ironvine Concentrated fund reported a year-to-date...
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