In this episode, which took place at a16z's Connect Fintech event, a16z General Partner David George interviews Capital Group's Mark Casey on his investment philosophy, what sends him into what he calls "barnacle mode," his preference for customer-focused North Star metrics, and more.
0:00-1:42 Intro
1:42-5:58 Approach to investing
5:58-8:20 What Casey told Jeff Bezos, and what he learned
8:20-12:57 How CEOs communicate with public market investors; unconventional North Star metrics
12:57-15:48: Why Casey loves dividends
15:48-20:44 Macro trends and investing theses
20:44-21:37 Ecommerce predictions
21:37-23:15 Opportunities and choke points in AI
23:15-25:18 What makes a great public company?
25:18-26:04 Outro
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
