This chapter explores the unique investing style of Igor's mentor, focusing on early-stage development companies and the concept of style boxing. It discusses the y-axis for timeframe and the x-axis for company type, emphasizing the potential for high returns from investing in innovative companies in the long term.
It's time again for an old format, a new show, borrowed wisdom and some blue sky thinking! You don't have to be a bride to join in the good luck this week.
- (04:31) Style Boxing
- (14:23) The Golden Ticket
- (21:43) The Why of Work
- (29:25) A Study in Blue
Companies Mentioned: MORN, DIS, ABNB, NFLX, TSLA
Host: David Gardner Producer: Rick Engdahl