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S-Curve Capital
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Humbled that anyone would ask me for career guidance but since a few of you have DM'ed me on "advice for a HF newcomer", some thoughts below. Note: Based on
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Some of my top investment debates/questions for H1'21 (in no order):1) Does $ZM keep benefiting from cognitive referent status post covid? Do they win w/ Phone & G2K vs $MSFT
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@scuttleblurb said below in chat w/ @LibertyRPF - I come back to it often (as a bull on ZT security vendors). While secular trend is obvious & cloud native cos
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Questions I think don't get asked enough in HF interviews: "Talk about 3 ideas you passed on in the last year & what the process was - what were the
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I'm used criticism on my portfolio - someone said it's unoriginal. Fine, but if I'd told you that I bought e.g. $TWLO in late '19 after an earnings miss &
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1) My investment philosophy: I invest in companies earlier in the S-curve that are winning their markets and can grow FCF per share at high rates over 3-5 years. 2)
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A young analyst DM'ed me to ask what I learned working for a Tiger Cub - aside from Mandel's interview this week I realize they're low profile so will share
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