David Steinberg

David Steinberg, founder of Marlowe Partners, shares insights from his time with Soros and his focus on concentrated investing. He dives into the booming pet industry, discussing pet humanization and the investment appeal of companies like Zoetis and Fresh Pet. The conversation also explores the challenging yet promising semiconductor sector, emphasizing technological advancements and player dynamics. Additionally, Steinberg sheds light on the evolving music industry, the impact of digital marketing, and the enduring value of music royalties.

David Steinberg, Founder and CIO of Marlowe Partners, discusses the pivotal role of operational management in investment success. He explains how to effectively navigate the capital-raising landscape by selecting compatible investors for his concentrated long-term style. The conversation delves into the integration of AI for reducing research costs, the need for stability rather than innovation in investment structures, and the value of high-quality service providers. Additionally, he shares expert recommendations for accounting, compliance, and legal services.