Invest Like the Best with Patrick O'Shaughnessy

Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269]

113 snips
Mar 22, 2022
Gaurav Kapadia, founder of investment firm XN and veteran in the investing world, shares his journey from TPG Axon and Soroban Capital to launching XN. He emphasizes the role of kindness and rigor in creating a unique company culture. The conversation dives into the importance of building authentic relationships in investing, with insights on recognizing obvious investment opportunities and the evolving landscape favoring startups and tech firms. Gaurav also touches on the traits of exceptional businesses and the necessity of long-term thinking for investment success.
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ADVICE

Kindness and Rigor

  • Build a company culture that values both kindness and rigor.
  • These traits create differentiation and a foundation for success.
ANECDOTE

Defining Kindness

  • Telling someone they won't be promoted can be kind, even if painful.
  • True kindness involves honesty and transparency.
INSIGHT

Rigor in Investing

  • True rigor in investing involves connecting non-obvious conclusions.
  • It's about synthesizing information in a differentiated way, not just accurate modeling.
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