Investor Type
Growth Investor
Picture
Founder, CIO & Managing Partner, Atreides Management LP. Former Portfolio Manager, Fidelity OTC Fund. Great investor to learn from (love his Medium blog: https://gavin-baker.medium.com/).
Most (if not all) of the posts below are from his Medium.
Gavin Baker's Discussion on Investing with Columbia Student Investment Management Association (7th May 2020)Lessons from George Vanderheiden, one of the greatest investors I’ve ever known.Lessons on winning and losing as an investor from “The Art of Execution”Risk/reward in the stock market: Three Body Problems and Hic Sunt Leones.Investing Book ListSoftware contracts, first-lien debt and the reality that no revenue is truly recurring.Crowdstrike S-1: why Cybersecurity is great for VC investing but suboptimal for public equity investing.Investing and “The Name of the Rose”Venture Capital: revealed rather than stated opinion on competitive advantages.Franchise Value: videogame IP vs. movie IP