Joys of Compounding

Andre Perold, Harvard Business School legend, discusses the concept of compounding and its impact, changes in institutional investing and the rise of greed, unlocking the joys of compounding through partnerships and specialization, being an academic and an investor, understanding job market trends and economic changes, and the qualities High Vista values in employees.

John Glynn, Founder of Glynn Capital, a technology investor and early investor in companies like Intel and Facebook, is celebrated in this episode. The podcast pays tribute to his life and career as an influential investor and teacher in the venture capital field. They also discuss their investment in Palantir and reflect on the importance of identifying talent. The episode explores the art and science of investing, highlighting the need to blend financial analysis with understanding the motivations and culture of the people behind the business.

Cal Fussman, world-renowned interviewer and storyteller, shares the power of human connections and the art of asking meaningful questions. The podcast discusses the impact of technology, the transformative power of connections, and inspiring stories of individuals who have used genuine interactions to create change. It emphasizes the importance of maintaining curiosity and prioritizing face-to-face connections for authentic relationships.

Jeff Marrazzo, Co-Founder and former CEO of Spark Therapeutics, discusses the revolutionary breakthrough in gene therapy for inherited retinal disease. He shares the story of Spark Therapeutics, the first company to develop an FDA-approved gene therapy. They also explore the impact of locating a company and research commercialization, merging sectors for making an impact, and the future of life sciences and healthcare.

Brad Gerstner, founder of Altimeter Capital, shares lessons from his career spanning various industries including technology investments, politics, and RV manufacturing. He discusses his bold dream to fight poverty and strengthen the nation through investing. The podcast highlights the concept of universal ownership through Invest America, emphasizing financial literacy, bipartisan support, and public-private partnerships. They also talk about recognizing platform shifts and investing early, using examples from Google, Amazon, and Snowflake. The speakers reflect on the importance of relationships, purpose, and gratitude in measuring their lives.

Jan Mohr, investor turned operator, CEO of Chapters Group, shares his journey and lessons learned. Topics include German discipline with American risk-taking, studying business history, the growth of Chapters Group, opportunities in the German market, experiments and investments in vertical market software, embracing chaos and creating structure, making cultural changes and decentralization, impact of software applications on work processes, capital efficient success in monopolistic markets, building an excellent public company, and the vision and goals of Chapters Group.

David Senra, the force behind the podcast 'Founders,' shares his decade-long study of history's greatest entrepreneurs, artists, athletes, and leaders. He emphasizes the value of reading biographies, following curiosity to drive innovation, navigating niche passions, and finding meaningful work. The importance of self-renewal, note-taking, and repetition in learning is also discussed.

Ho Nam, co-founder of Altos Ventures, discusses the culture and investing frameworks behind their success. They break traditional VC rules, focus on capital efficiency, and invest at all stages of a company. They also emphasize kindness and patience. This podcast explores their remarkable story and the art of what's possible when investors serve founders.

Ben Gilbert and David Rosenthal, founders of Acquired podcast, share their stories and the success behind their podcast. They discuss the formation of their podcast, lessons learned from dissecting business stories, and the importance of having a co-founder. They also explore topics like early influences, side hustles, luck in success, the power of optimism, and lessons from successful organizations.

Rick Buhrman and Paul Buser discuss Cedar Grove, a private holding company with radical alignment. They explore the evolution of writing investment manager cases and the trade-offs of entrepreneurship. They analyze the allocation of capital in big LP investors, emphasize the transformative nature of investing, share experiences with influential figures, and discuss defining moments in their careers.