Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349]| Listen on Anghami

Apr 28

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compounding capital at extraordinary rates over more than four decades. Paul is also ... Show More

1h 6m

Apr 23

Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]

This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and demand of tokens. On demand, Dylan describes something completel ... Show More

45m 19s

Apr 21

Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.467]

My guest today is Alex Karnal. Alex is the co-founder and managing partner of Braidwell, a life sciences investment firm he built after spending 15 years at Deerfield Management. The frame we use throughout the episode is the health stack. Alex talks about how most of the disease ... Show More

1h 32m

Jan 2024

Howard Lindzon: The Price is All you Need - [Making Markets, EP.12]

My guest today is Howard Lindzon. It’s impossible to summarize Howard’s resume, but he’s best known for founding StockTwits and as a private and public market investor. We start this conversation with a hilarious story of his early career at CBS. We then talk about a variety of o ... Show More

1h 2m

Jan 2024

Visma: Mission Critical European Software - [Business Breakdowns, EP.145]

This is Zack Fuss. Today we are breaking down the largest privately-owned software business in Europe, Visma. Visma is a software company with over 15,000 employees offering accounting, payroll, and HR software products for customers across the Nordic, Benelux, and Baltic regions ... Show More

46m 4s

Apr 2024

Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]

Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis. We cover Chris's foray into investing in India, the training, temperament, a ... Show More

1h 31m

Nov 2023

Jan Mohr - Lessons from a Young Investor Turned Operator - [Art of Investing, EP.5]

Our teacher today is Jan Mohr. Jan is an investor turned operator who is currently CEO of Chapters Group, a publicly traded holding company building Europe's home for mission-critical businesses. This class is first and foremost about a young aspiring value investor who embodies ... Show More

1h 13m

Mar 2024

Arcadea Group - Permanent Capital Investing in Vertical SaaS - [Art of Investing, EP.14]

Our teachers today are Daniel Eisen and Paul Yancich, co-founders of Arcadea Group. Arcadea is a private market, long-duration investor building a permanent home for high-quality, vertical market software companies. Today, we sit down with an example of next-generation talent in ... Show More

1h 37m

Feb 2024

TIP609: Fooled by Randomness by Nassim Taleb

On today’s episode, Clay reviews Nassim Taleb’s book – Fooled by Randomness. Nassim Taleb is a Lebanon-born American mathematician and statistician whose work concerns problems of randomness, probability, and uncertainty. He’s very well known for his popular books, including The ... Show More

1 h

Feb 2024

The All You Can Eat Buffet

<p>The allure of hunting for that perfect deal can be intoxicating. I hear of many investors often spend countless hours scouring listings, attending networking events, and analyzing market trends. But what if I told you that there’s an alternative approach—one that doesn’t invol ... Show More

5m 13s

Aswath Damodaran - Making Sense of the M...