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AI Summary
- Anthony Scilipoti, CEO of Veritas Group, called the collapses of both Valeant and Nortel before they happened through forensic accounting and disciplined questioning of narratives
- Key insight: AI provides information but not insight; cheap risk often proves most expensive, requiring the discipline to notice what everyone else ignores and ask better questions
- The difference between seeing and understanding separates successful investors from those who miss warning signs despite available data
Guests on This Episode
AS
Anthony Scilipoti
1 podcast appearance