Value Investing with Legends cover image

The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey

Value Investing with Legends

CHAPTER

Is It Hard to Be a Successful Investor Without Both the Public and the Private Side?

Tanoy: It's going to be very difficult to be a successful investor without having both exposure to the interesting risks that are present in private markets and remain in private markets. And two, because of the tremendous knowledge acquisition that takes place in private markets,. Tanoy: How do you manage your knowledge acquisition when you invest in a ski resort, in a cloud company? I mean this is really challenging. But how do you manage that kind of demands on your time even when you have the same mental model of looking for that compound?

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner