Value Investing with Legends cover image

Phil Ruvinsky - Sustainable Competitive Advantages in Technology

Value Investing with Legends

CHAPTER

From Lawyer to Investor: Unveiling the Path to Growth Investing

This chapter features a guest sharing their journey from being a trained lawyer to transitioning into the investment field, highlighting the role of law and business school education, and the importance of generating excess returns for fund holders. The discussion delves into the investment philosophy behind growth stocks, identifying sustainable competitive advantages in technology companies, and the impact of generative AI on the competitive landscape, emphasizing the essential roles of human judgment and strategic decision-making in the investment process.

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