Frontier Tech Investing
April 10, 2025
Patrick Blumenthal, the Founder of Anomaly Fund, discusses his unique background, focus on “frontier tech” investing, and latest plans for Anomaly Fund. We also discuss China, AI, the war in Ukraine, and how Patrick’s two partners, Byrne Hobart and Tobias Huber, enhance his approach to venture. Plus, we share some of our favorite recent podcasts and tweets.
The Case for Short Selling
February 4th, 2025
We share excerpts of our recent fireside chat with Brian Bellinger, CIO of Monimus Capital, a long/short investment firm that has an opportunistic, value-oriented investment strategy and a distinct approach to short selling. Brian shares his investment approach, recaps some great wins on the short side, and makes the case for a diversified approach to short selling. Plus, we share some of our favorite recent podcasts and tweets.
The New Space Race & Defense Tech December 19, 2024
We share excerpts of our recent fireside chat with John Serafini, the CEO of HawkEye 360, a LEO satellite venture that has raised over $300 million and which tracks radio frequency and other data. John talks about the potential for utilizing commercial technologies in defense; the rise of the next gen defense companies like Palantir and Anduril; Elon Musk’s remarkable achievements at SpaceX; and more. Plus, we share some thoughts on Trump’s recent election, including the potential for crypto, tax policy, and the prospects for a comeback in international equities. We also share some our favorite recent podcasts and tweets.
Self-Driving Cars, AI & Venture
October 24, 2024
We share excerpts of our recent fireside chat with Sol Bier, the Founding Partner of Factorial Funds, an AI-focused venture fund that has raised over $600 million for AI-centric companies. Sol spoke about the future of AI, Factorial’s current investments in AI infrastructure and hardware, and his current thoughts on the self-driving market. We also share some our favorite recent podcasts and tweets.
Unlocking Activist Investing
June 20, 2024
Ken Traub, Managing Partner of Delta Value Advisors, a strategic consulting and investment advisory firm specializing in corporate governance and turnarounds, discusses what it takes to be an “activist” director on a corporate board and some thoughts on activism as an investment strategy. Plus, Ken shares some lessons he has learned as a turnaround CEO. Also, more information on our upcoming conference, plus much more.
The State of AI
March 27th, 2024
Nathan Benaich, the Founder of Air Street Capital, a venture firm focused on AI-first tech and life sciences companies, shares his views on the latest developments in AI. He explores the potential for AI in life sciences, and discusses Apple, Google, Meta, and NVIDIA. Nathan also shares details on a number of his portfolio companies. Plus, thoughts on our latest bank short and our favorite recent podcasts and tweets.
Value Investing’s Renaissance Man
January 25th, 2024
We share our recent interview with Jeff Gramm, General Partner of Bandera Partners. Jeff talks about his approach to concentrated value investing, shares some stories from his book, “Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism”, and discusses the class he teaches at Columbia Business School. We also share some of our favorite recent podcasts and tweets.
Private Equity Investing in Franchisors & Multi-Unit Businesses
December 20, 2023
We share excerpts from our recent discussion with James Waskovich, Managing Partner of Princeton Equity Group. Jim shares his approach to private equity investing, discusses the Princeton Equity Group playbook for growing franchisors, and talks about the current market landscape for valuations, debt financing, and more. Plus, some of our favorite recent media and podcasts.
Venture Investing in AI
October 26, 2023
Shaun Johnson, the General Partner of AIX, an AI-focused venture fund, discusses the rise of large language models and generative AI, talks about the future potential of AI, digs into some of his latest venture investments, and focuses on the importance of NVIDIA’s GPU technology. Plus, we review some of our favorite podcasts and Tweets.
Investing in Great Family Businesses
July 20, 2023
David Marcus, the CEO of the Price Family Office and Evermore Global Advisors, shares how he got interested in investing, what he learned from Michael Price, his approach to investing in great family businesses, and why both Exor and Bollore are compelling investments. Also, more information on our upcoming conference, plus much more.
A Serial Entrepreneur Shares His Secrets
March 31st, 2023
Michael Merhej is a serial entrepreneur that built a top 10 web site and sold companies to Microsoft and Dropbox. In this interview, he shares some of his wisdom and secrets while also exploring some ideas for the future. Plus, we dig into our prescient call on Silicon Valley Bank’s collapse, and more.
Venture Investing in FinTech
January 27, 2023
In this interview, we share excerpts from our recent discussion with Brooks Gibbins, co-founder and Managing Partner of the Fintech Collective. Brooks shares his thoughts on the current state of the venture market, his thesis for the development of private asset markets, and thoughts on the payments market. We also dig into the crypto and DeFi markets.
A Business-Minded Approach to Philanthropy
December 27, 2022
We are excited to share excerpts from our Fireside Chat with Mark Gerson, co-founder of Gerson Lehrman Group. Mark discusses his passion for philanthropy and how he uses a business-minded approach to his giving, including monitoring return on investment. He also shares details on two of his current projects.
Small Cap Investing Through the Cycle
Oct 24, 2022
We are excited to share excerpts of our recent interview with small- and nano-cap investor, Ailon Grushkin. Ailon discusses the current market environment, shares several specific investment ideas, highlights a few important technology trends, and explains why he’s excited about late 2023/2024. Plus, we review some of our favorite recent podcasts and tweets.
Reinventing Early-Stage Venture Investing
July 8, 2022
Michael Gibson discusses 1517 Fund’s differentiated approach to early-stage venture investing and digs into a range of topics including AI-focused cloud computing, LIDAR, quantum computing, and his role in helping to start the Thiel Fellowship. Also, more information on our upcoming conference, and much more.
Interview with Adam Wyden April 14, 2022
We are excited to interview Adam Wyden of ADW Capital. Adam shares some thoughts on his investment approach as well as his favorite ideas. Plus, we dig into a pair of compelling, high-yield energy stocks.
Building the Future of Technology January 26, 2022
We are excited to interview Steve Papa, one of the most accomplished serial entrepreneurs of our time, as we discuss Toast, Parallel Wireless and semiconductors. Also, a deeper look at our bullish thesis on Toast as well as the recent Exterran/Enerflex merger news.
Life After Silicon October 21, 2021
Our interview with George Gilder covers a wide range of topics, including Life After Silicon, AI, Blockchain, China, and American Families. Also, features excerpts of a recent interview with Bill Martin, including three of his favorite ideas; and more.
Investing in the Battlefield of the Future August 16, 2021
Our interview with Shield Capital’s Raj Shah looks at the future of battlefield technologies, the current state of play with China, and his process for identifying winning ideas. Also, a profile of Liberty SiriusXM, a very cheap stock with catalysts; and more.
Inaugural Newsletter May 3, 2021
Topics include Archegos, China and a Carbon Tax, David Swensen on Investor Inflows, an investment profile of Five Point Holdings, and more.
