2min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Is Oak Tree a Great Manager?

As an investor, i'm an allicator. That's what i did in managing assets for endowments and foundations. For the rest of us, it's an allication portfolio with over a dozen different aset classes. And one of those advantages is hedge funds can't buy closed infunts. They're not liquid enough. Market's too small. So there's some nich assets that we can participate in where we're not competing against hedge funds who are on the other side of the trade.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode