Mala Gaonkar

Mala Gaonkar, founder of SurgoCap Partners and former partner at Lone Pine Capital, dives into the art of identifying businesses with strong competitive advantages. She discusses the disruptive potential of old technologies and her unique approach of maintaining a small investment team to enhance collaboration. Candid stories reveal lessons learned from shorting Nokia and the early sale of NVIDIA. Additionally, she reflects on balancing a thriving career with creative writing and philanthropy, showcasing how curiosity and systemic thinking drive her success.