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Inside TCI’s Conference: The Anti-AI Portfolio

moatsandmultiples.substack.com · 2,008 words · saved by 1 readers

Chris Hohn is scared, should you be as well?

Company Deep Dives Inside TCI’s Conference: The Anti-AI Portfolio Chris Hohn is scared, should you be as well? Moats & Multiples Jun 18, 2026 100 16 9 Share I was fortunate enough to be invited to and attend TCI’s annual investor conference in New York two days ago. Aside from the obligatory rubbing of shoulders with other family offices, endowment funds, and asset allocators, the conference itself featured presentations from the TCI investment team and executives at their portfolio companies. The headline for me wasn’t a stock pick, it was Chris Hohn admitting he’s “scared” about what he’s se

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