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Growth investing

9 interviews, newest first.

• Fall 2024 David Baron Baron Capital Interview, p. 65 ↗

  David co-runs Baron Capital and its Focused Growth Fund. He covers how the firm finds growth ideas, owning SpaceX while it's private, and Spotify.

  Companies: SpaceX, Spotify Growth investingTechnology
• Spring 2022 Christopher Lin Fidelity Interview, p. 4 ↗

  Christopher has run Fidelity's OTC Fund, which Gavin Baker managed until 2017, for four years. He explains why he reads multiples as a measure of durability, his 'can anyone make this obsolete?' test, and Reliance Jio in India.

  Companies: Reliance Industries Growth investingTechnologyInternational
• Spring 2022 Fred Liu Hayden Capital Interview, p. 27 ↗

  Fred started Hayden in 2014. He goes deep on Afterpay and buy-now-pay-later, explains his Coinbase position, and does a postmortem on Zooplus.

  Companies: Afterpay, Coinbase, Zooplus Growth investingTechnologyInternational
• Fall 2021 Gavin Baker Atreides Management Interview, p. 4 ↗

  Gavin ran Fidelity's OTC Fund before starting Atreides in 2019. He talks about the people who shaped him, how long investment judgment takes to build, and why telecom pricing makes Dish interesting.

  Companies: Dish Network TechnologyGrowth investingCareer advice
• Winter 2019 Jeff Mueller & Damon Ficklin Polen Capital Interview, p. 1 ↗, continues p. 17

  The PMs of Polen's concentrated global growth fund on their guardrails, managing risk through quality, the changing Chinese consumer, and Tencent, Alibaba, Adobe, Starbucks and Align.

  Companies: Tencent, Alibaba, Adobe, Starbucks, Align Technology Quality compoundersGrowth investingInternationalAsia
• Fall 2016 Neal Nathani Totem Point Management Interview, p. 1 ↗, continues p. 26

  Neal on what the dot-com bubble taught him about business quality, building teams by watching Wayne Gretzky, and Analog Devices as a less cyclical chip company.

  Companies: Analog Devices TechnologyGrowth investing
• Fall 2015 Alex Sacerdote Whale Rock Capital Interview, p. 1 ↗, continues p. 6

  Alex invests in technology with an S-curve framework to find companies whose earnings power can grow exponentially. His ideas include Apple, Amazon, Ellie Mae and NetEase.

  Companies: Apple, Amazon, Ellie Mae, NetEase TechnologyGrowth investing
• Spring 2015 Josh Resnick Jericho Capital Interview, p. 1 ↗, continues p. 16

  Josh on investing in technology, media and telecom, with Amazon, MercadoLibre and Telecom Italia as examples.

  Companies: Amazon, MercadoLibre, Telecom Italia TechnologyGrowth investingInternational
• Winter 2012 William C. Martin Raging Capital Management Interview, p. 2 ↗, continues p. 37

  An entrepreneur turned investor who founded Raging Bull before Raging Capital. He buys companies with strong growth and shorts some of the most overvalued and crooked ones.

  Growth investingShort selling