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Show Notes

(00:00:00) - Welcome to The Art of Investing

(00:04:33) - The Journey from Blue Ridge to Valiant Capital

(00:10:16) - The Power of Empathy in Investing and Beyond

(00:11:41) - An Unconventional Path to Becoming an Investor

(00:16:09) - The Evolution of Equity and Fixed Income Investing

(00:26:27) - The Art and Challenge of Short Selling

(00:36:59) - Unraveling the Complexities of Short Selling

(00:43:34) - Exploring the Investment Landscape of India

(00:51:10) - The Cultural and Economic Factors Influencing Indian Investments

(00:53:43) - The Resilience and Challenges of Emerging Markets

(00:58:34) - The Evolution of Investing in Privates and Navigating Market Shifts

(01:05:53) - Valiant's Founding Vision and Building a Unique Investment Firm

(01:10:53) - Recognizing the Need to Pivot

(01:21:22) - The Recipe for Valiant's Unique Longevity

(01:25:29) - Building Flexibility Into the Fabric of Your Firm