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Home»Investments»Ariel Investments Small Cap Value Strategy’s Q4 2024 Investor Letter
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Ariel Investments Small Cap Value Strategy’s Q4 2024 Investor Letter

March 3, 20253 Mins Read


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Remember the internet boom? Everyone thought Cisco and Intel were the kings, right? Wrong. The real money was made by the companies that actually used the internet to build something new: e-commerce, search engines, social media.

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We’re talking AI 2.0. The first wave was about the chips, this one’s about the robots. Robots that can do your chores, robots that can work in factories, robots that will change everything. Labor shortages? Gone. Industries revolutionized? You bet.

This isn’t some far-off fantasy, it’s happening right now. And there’s one company, a robotics company, that’s leading the charge. They’ve got the cutting-edge tech, they’re ahead of the curve, and they’re dirt cheap right now. We’re talking potential 100x returns in the next few years. You snooze, you lose.

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