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4min chapter
TIP389: Buffett's Core Principles w/ Dev Kantesaria
We Study Billionaires - The Investor’s Podcast Network
Introduction
Dev contessaria is the managing partner of valley forge capital manage. Dev was top of his class at harvard medical school before pivoting and going into venture instead of medicine. 14 years ago, he pivoted again and went into equities only with valley forge. In this episode, we talk about running a highly concentrated portfolio,. why dev no longer invests in biote after he spent 18 years in biotec ventures., how to invest through recessions and a whole lot more.
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