Sublime
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A 🤯🤯🤯 episode
If you love investing, you will not find someone as passionate AND knowledgeable as @GavinSBaker
I call him often with investing ?s because his thinking is so clear
Today, you get to hear him absolutely cook on semis, data centers, leaders & a ton... See more
Naman (@namansaraiya) is an Indian writer and director specializing in documentary and non-fiction filmmaking. As a key member of Vice Media India’s (@viceindia) core team, he has produced a variety of thought-provoking stories covering a wide range of subjects, including politics, law, music, and sexuality. In his ongoing projects, Naman has a... See more
instagram.comSean Thielen-Esparza
seanxthielen.com
Gavin Baker is the CIO and Managing Partner of Atreides Management, a tech/consumer crossover fund that he founded in 2019. Prior to Atreides, Gavin spent nearly two decades at Fidelity, with the last eight years as PM of the $17bn Fidelity OTC Fund. During his tenure, the fund compounded at over 19% net of fees, outperforming 99% of its... See more