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Intro
This chapter delves into the background and investment philosophy of a podcast guest who transitioned from journalism to the finance sector. It emphasizes their contrarian approach to investing in companies often overlooked by institutions, showcasing early successes with major players like Netflix and Google.
In this episode with Eric Semler, Chairman of Semler Scientific, we discuss:
Follow Eric Semler at https://x.com/SemlerEric
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Guest Biography: Eric Semler has served as Chairman of Semler Scientific's board of directors since April 2023. Semler is a public and private market investor in technology and media. His long/short investment fund, TCS Capital Management, which he founded in 2001 and converted into a family office in 2017, was at its peak among the largest independent technology, media and telecom investment funds worldwide. Semler has helped unlock value for several public companies as an active shareholder and/or board member. He currently serves on the board of Fundstrat Global Advisors - an independent financial services firm. Mr. Semler has previously served on three public company boards: Angie’s List, the Maven and Geeknet.com.
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This podcast is for educational purposes and should not be construed as official investment advice.
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