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.
