15 Minutes with the Boss This investment guru backed Nvidia in 2016. Here are his other tips
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Oct 13, 2025 In this engaging discussion, Alex Pollak, Chief Investment Officer of Loftus Peak and a pioneer in tech investments, shares his journey from Macquarie Bank to focusing on disruptive technologies. He reflects on his life-changing meeting with SEEK founders and how it reshaped his approach to investment. Alex dives into the significance of machine learning, highlighting his 2016 investment in NVIDIA. He emphasizes the importance of culture in fund management and reveals his process for sourcing great investment ideas through unstructured conversations.
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Walks Are Working Time For Market Prep
- Alex structures days around global markets and uses walks to catch overnight calls and pre-market moves.
- He splits nine kilometres of daily walking into two work-focused sessions for listening and calls.
Early SEEK Moment That Changed His Career
- Alex learned disruption firsthand while helping float SEEK with the Bassett brothers and Matt Rockman.
- That deal showed him how digital unbundling could topple legacy newspaper classifieds and reshape industries.
Unbundling Is The Heart Of Disruption
- Unbundling transaction components is the core of digital disruption in distribution.
- Alex realised breaking retail and classifieds into digital parts enables new, scalable business models.
