In this episode of The Synopsis we interview Dimitry of Babylon Capital on a variety of investing topics from portfolio concentration to how he identified Palantir early.
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Show Notes
(0:00) — Dimitry's Investment Philosophy (8:14) — What is a Quality Business? (10:36) — Dimitry's Palantir Investment Thesis (22:45) — How Do You Gain Confidence in High Growth Assumptions? (26:00) — A High Multiple Isn't Always Bad (32:31) — 2 Investment Mistakes (40:26) — Circle of Competence (44:51) — The Importance of Understanding Your Psychology (51:52) — Study History (53:31) — Drawdowns and Destination Analysis (1:02:12) — Dimitry's Thesis on Netflix (1:07:22) — Dimitry's Thesis on DLocal (1:13:42) — How Dimitry Thinks About Portfolio Construction (1:23:12) — Where to Find Dimitry
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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers
