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Capital Ideas Investing Podcast
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.
31:49
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Quick takeaways
- Digitalization is a powerful investment theme reshaping industries, citing examples like newspapers and Xerox.
- Investment failures highlight the importance of aligning with company management and taking responsibility for outcomes.
Deep dives
Mark Casey's Podcast Consumption Habits
Mark Casey, the Inequity Portfolio Manager based in San Francisco, reveals his podcast consumption habits, listening at 1.75 times the normal speed and sometimes even at double speed. He mentions podcasts like 'Power Hungry' by Robert Bryce, 'The Fundamental Health Podcast' by Paul Saladino, and Bitcoin-related podcasts.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode