“In 2025, early, we were around less than 40% adoption... we were able to reach almost 100% of the people using these AI coding tools.”
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Said on Me, Myself, and AI
Nathan Sturgis, personal portfolio · The Desert Island Investor · Amer Sports : From Tobacco to Trainers
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added Amer Sports at less than 2% of his portfolio after buying at $28.55 per share in early September
less than 2% of portfolio, purchase price $28.55
“In 2025, early, we were around less than 40% adoption... we were able to reach almost 100% of the people using these AI coding tools.”
“If I buy, let's say, a small amount of a beaten-up copper mine, it might be 1% of the portfolio… it falls 30%. It's now 70 bps of the portfolio… another counselor can come and buy those shares.”
“You can ask ‘I want Facebook ad agencies in the US with less than 10 employees’… then click find companies and get a list.”
“Model portfolio is 16.4% per annum versus the SPDR200, 7.5%... QAV light portfolio is 21.8% per annum versus 9.2%”
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