Ultimate Stocks: ignoring the noise
News covered here from our portfolio of high-quality companies includes our assessment of strong results from a UK blue-chip whose shares have suffered due to AI fears for its future. The results show that, for now, customers are paying more for the company’s AI, not less and a massive share buyback shows that management is keen to take advantage of the share price drop. Elsewhere, a cautious outlook from one of our long-term holdings underwhelmed the market, but perhaps it’s a case of carefully managing expectations. Read on here for our thoughts on this and other news.
Anthropic’s release of Claude Cowork and its specialised "agentic" has evidently panicked investors in several of our Ultimate Stocks, including one whose recent excellent results we cover here.
Investors have panicked as Anthropic pivoted from providing simple AI models to offering autonomous tools that directly execute professional workflows in legal, finance, and marketing. The shift suggests AI is becoming a substitute for software rather than just an enhancer, with "seat-based" subscription companies particularly at risk…
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