AI Boom vs. Dot-Com Bubble: What's different this time?

Name: AI Boom vs. Dot-Com Bubble: What's different this time?
Uploaded: 2026-07-14T19:24:56+00:00
Duration: 3 min 12 s
Channel: Fenimore Asset Management
Description: In our latest market update, Marc Roberts, CFA®, Portfolio Manager, FAM Value Fund, breaks down the similarities and key differences between today's AI-driven growth and the dot-com era—and why staying focused on high-quality businesses can help investors navigate any market cycle.

In our latest market update, Marc Roberts, CFA®, Portfolio Manager, FAM Value Fund, breaks down the similarities and key differences between today's AI-driven growth and the dot-com era—and why staying focused on high-quality businesses can help investors navigate any market cycle.