Released July 20th, 2021
Stephen Mandel - Investing Behind Change
Steve Mandel is the founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. We cover how the investing business has evolved since Steve started in the 1980s, why it’s so difficult to drive alpha by shorting stocks today, and why Steve still loves to get into the guts of a business.
Professional Investors
Public Equity
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Alex Danco - Shopify: The E-commerce On-Ramp
Alex Danco works on the Money team at Shopify. We cover the revenue model of Shopify's different business units by using Apple as a guide, how it monetizes different derivatives of merchant success, and Shopify's philosophy, culture, and role in global commerce.
Paul Enright - The Buy Side Primer
Paul Enright is the managing partner at Krainos Capital, with previous buy-side and sell-side experience at Viking Global and Morgan Stanley. We demystify high finance – exploring the buy-side and sell-side, the different kinds of funds, and the skills required for success.
Andrew Sugrue - Investing in Paradigm Shifts
Andrew Sugrue is the co-founder and partner at Avenir Growth Capital. We cover the company attributes that Andrew looks for when investing, what separates Savage X Fenty and Latch as category defining businesses, and how he thinks about private vs public market investing.
Stephen Mandel of Lone Pine Capital, a Tiger Cub Hedge Fund, on Investing and Philanthropy
In a rare interview, Steve Mandel speaks about innovations and trends relating to the economy, education and investing.
Amazon's 2005 Shareholder Letter
Jeff Bezos details the difference between objective and subjective decisions to justify Amazon's investment in low prices and great service.
Julian Robertson — Looking for Competitive Spirit
An interview with Julian Robertson on his investment philosophy and how he got started in the industry
Tiger Cubs: How Julian Robertson built a hedge fund dynasty
An exploration of Tiger Management and its founder, Julian Robertson's outsized, long-lasting influence on the hedge fund industry.
Public to Private Equity in the United States: A Long-Term Look
An investigation into how public and private markets have changed over the past 30 years, and what it's meant for asset managers.
The Everything Store: Jeff Bezos and the Age of Amazon
The definitive biography of Amazon, which covers its story from launch until the book was released in 2014.
Sam Walton: Made In America
The story of how Sam Walton built the largest retailer in the world, Walmart.
More Money Than God: Hedge Funds and the Making of the New Elite
A history of hedge funds that details their structure, evolution, and the key players who's insights built the industry and beat the market.