Virtually Live: 12 February 2026 - The Rivkin Report

In this week’s show

04:03 – Q1: Why the large price drop for IFL yesterday?

06:00 – Q2: What do you think about CSL after its trading update? The stock just keeps going lower and lower.

12:04 – Q3: I’m trying to protect my portfolio from obvious AI threats. What sort of tech companies do you think are most vulnerable to the AI competitors?

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