Jun 9
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
My guest today is Alex Sacerdote, founder of Whale Rock Capital Management. Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing ... Show More
1h 10m
Jun 3
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]
My guest today is Dara Khosrowshahi, the CEO of Uber. Before Uber, Dara ran Expedia for thirteen years. We start with why he took this job in 2017, and a big part of that story is Daniel Ek, who told him that life is not about happiness, it is about impact. We talk about what the ... Show More
1h 7m
May 28
Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]
My guest today is Dan Loeb, the founder and CEO of Third Point. Dan started Third Point in 1995 with a few million dollars, and today the firm manages over 24 billion across equities, corporate and structured credit, venture, and insurance. He is best known for his activist work ... Show More
1h 3m
Dec 2023
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
In this special tribute, William Green celebrates the life & legacy of investing legend Charlie Munger. He shares personal anecdotes about his own interactions with Charlie & showcases an array of rich insights about Charlie from four famed investors: Mohnish Pabrai, Tom Gayner, ... Show More
2h 6m
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
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
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Ind ... Show More
1h 26m
Today, we’re releasing a conversation between John Collison and Charlie Munger. We've had this interview with Charlie scheduled to air for a while, coinciding with Stripe Press's launch of the amazing reprint of Poor Charlie's Almanack, which is released today.
We were all stunned last week when we heard the news of Charlie's passing, but having consulted wi ... Show More
<p></p><p><strong>I've just launched a </strong><a href="https://www.youtube.com/channel/UCdNXaHHVnVntg5gpveB-5_Q"><strong>new YouTube channel</strong></a><strong>!! The concept? </strong>I take real businesses struggling to stand the f*ck out, provide my positioning/branding/lea ... Show More
