Georgi Ganev, CEO of Kinnevik, and James Anderson, Chair of Kinnevik and a top European tech investor, dive into the art of long-term investing. They discuss how a resilient mindset is essential for navigating innovative business models and the contrasts in startup cultures between Europe and the USA. The duo emphasizes the importance of leadership and governance during challenging market times, advocating for embracing failures as learning opportunities. They also explore future investment avenues in clean technology and AI, underscoring the need for a passion-driven approach.

James Anderson, a renowned investor and Managing Partner at Lingotto, shares his transformative journey in equity investing. He discusses the inadequacies of traditional evaluation methods, focusing instead on innovative approaches tailored for the tech-driven market. The conversation touches on how successful investments in companies like Tesla and Amazon reflect changing dynamics, and addresses the critical gap in Europe’s ambition for long-term investment success. The debate on the benefits of public versus private ownership further enriches this insightful dialogue.

James Anderson, a longtime partner at Baillie Gifford & Co. and joint manager of Scottish Mortgage Investment Trust PLC, shares his unconventional views on the fund management industry. He argues it’s 'irretrievably broken' and critiques the short-term thinking prevalent in finance. Anderson identifies traits of explosive growth stocks like Tesla and emphasizes the need for qualitative assessments in disrupted markets. He also reflects on the challenges of European innovation and the importance of mentorship in navigating complex investment landscapes.