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A boom in AI-powered security could turn this stock into a 20% compounder

Veteran investment chief Chris Smith's best idea for 2025.

Author

Phil Rosen
May 04, 2025

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed two-decade investment veteran Chris Smith, a portfolio manager with Antero Peak Group overseeing $2.2 billion in assets.

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