Gaurav Kapadia

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.