Oct 27
Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smartest AI can predict, which businesses benefit as intelligence gets cheap, and what t ... Show More
1 h
Oct 20
Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta became a category leader, what it takes to reinvent a successful software business ... Show More
57m 29s
Oct 13
David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]
David Vélez is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking still running through branches and incumbent banks, and that AI will make digital b ... Show More
1h 11m
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
Jul 2021
TIP363: The Game of Investing w/ Bing Gordon
In today’s episode, Trey Lockerbie sits down with Bing Gordon. Bing is a legend in the silicon valley world, having first been a co-founder of Electronic Arts (EA), then went on to be a director at Zynga, Audible, Zume, Duolingo, and others. For the last 18 years, he’s also sat o ... Show More
1 h
Oct 2023
RWH034: The High Road To Riches w/ Peter Keefe
In this episode, William Green chats with Peter Keefe, an outstanding investor who’s trounced the market over three decades. Here, Peter discusses his timeless investing principles, what he looks for in a great business, how he evaluates the quality of management, why he loves Mi ... Show More
1h 51m
Mar 2024
Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]
My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ... Show More
1h 1m
Nov 2021
The Potential of Blockchain Technology - Chris Dixon - [Invest Like the Best, Replay]
Today we are re-sharing our Invest Like the Best episode with Chris Dixon from April 2021. Chris is one of the leading minds in Web3 and a must-follow for anyone in the space. Chris is a general partner at Andreessen Horowitz, and a prolific investor and thinker, having been both ... Show More
1h 13m
My guests this week are Peter Fenton and Victor Lazarte. Peter and Victor are both General Partners at Benchmark. Of the six equal partners at the storied venture firm, Peter is the longest serving and Victor is the newest, having spent the past decade founding and building Wildlife Studios into one of the biggest independent mobile gaming companies in the w ... Show More
<p><a href="https://twitter.com/@chetanp"><span style= "font-weight: 400;">Chetan Puttagunta</span></a> <span style= "font-weight: 400;">is a General Partner @</span> <a href= "http://www.nea.com/"><span style= "font-weight: 400;">NEA</span></a><span style="font-weight: 400;">, o ... Show More
