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Show Notes
Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – are drinkers buying less beer or just paying more for it? Keith McLachlan from Element Investment Managers explains how AI can now build robust discounted cash-flow models, what a DCF actually is, and how investors use it. Simon weighs in on the recent sell-off in Software-as-a-Service stocks – is it just the vibe shifting, or a sign of a maturing sector?