Forget YOLO or Even FOMO. It’s All HALO Now
Heavy asset, low obsolescence is the coin of the realm in markets slowly being consumed by AI.
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A few years ago I wrote an opinion column about Unite Students, a firm that builds student housing across the UK. It’s a sell, I said at the time.
The UK Universities and Colleges Admissions Service had just announced that Britain was on a “journey to a million” undergraduate applications. That seemed pretty unlikely given that both domestic and international student numbers were falling, and that the number of conversations about whether all degrees are worth having was most definitely rising.