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Emerging Manager
Abie Cohen • 1 card
Hiro Nakazawa
@nkzw_a
Three focus areas for investment: crypto, fintech, and emerging markets . I expect roughly 50% of investments to be crypto-related.
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an... See more
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an... See more
Mario Gabriele • Generalist Capital: In Search of Epics | The Generalist
Eric Mandelblatt started Soroban Capital at 35 with $500M and built it into a $10B fund over 15 years.
He has compounded at a 21% CAGR since inception, and is an expert at investing in cyclical stocks most investors won’t touch.
Let's dive into his investment strategy + story:
Sahil Khetpalx.comFireside Chat: A Plan for Humanity with Bryan Johnson
youtube.comVillage Global's Venture Stories on Apple Podcasts
podcasts.apple.comAdam Neil Katz
@adamkatzxyz
なんとなく３章までをまとめると
・割安小型(時価総額500億以下)成長株を買え
・割安の定義は低PERと高ネットキャッシュ比率
・PBRは見ても意味ない
・成長は社長で判断
・グロース市場は割高で最悪
・野村證券（笑）
・ソロスの出資面倒くさいから断った
・坂本龍馬を尊敬している人は意味不明
塩漬けマン＠投機ブログx.com