2 Ruffer Investment Co. $RICA: Our view is that the utopian narrative surrounding AI makes it a bad place to find a margin of safety; meanwhile, there are rich pickings in the rest of the equity market" #2 stock: Microsoft $MSFT #3 stock: Amazon $AMZN 5-year NAV IRR: 3.5% p.a. 0 comments · 1d ago · by Librarian Capital #$amzn#$msft#$rica