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Judd Arnold
Founder of Lake Cornelia Capital and author of the Lake Cornelia Substack, experienced investor and consultant who focuses on inflection investing, healthcare services, and event-driven ideas.
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30 snips
Jan 8, 2026
• 1h 3min
Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff
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Judd Arnold, founder of Lake Cornelia Capital and a savvy investor focusing on inflection investing, shares insights on $TOI's innovative oncology model. He discusses the nuances of merging liquidity with unique investment opportunities. Judd emphasizes the importance of identifying stories at inflection points and contrasts simplistic valuation approaches with complex, high-potential investments. He also dives into risk management strategies and the role of consulting in shaping his investment decisions, making this a must-listen for finance enthusiasts.
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