

Conversations with Mike Gitlin: Featuring Mark Casey
Jun 20, 2024
Mark Casey, an equity portfolio manager and Silicon Valley investor, discusses the power of 'digitalization' for investments, the future impact of artificial intelligence on industries, and lessons learned from investing in Google. Also, topics include industry disruptions, Walmart's drone deliveries, Google's growth prospects, and the importance of aligning with company management for successful investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Navigating Industry Disruptions Through Diversified Portfolio Management
02:53 • 5min
Discussion on Walmart's Drone Deliveries and The Richter Scales Acapella Group
08:08 • 4min
Analyzing Google's Past and Future Growth Prospects
11:41 • 2min
Learning from Failures in Investment Management
13:34 • 15min
Expressions of Obsessive Gratitude and Appreciation for Analysts and Innovators
29:00 • 3min