Technology
13 interviews, newest first.
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Spring 2026
Kevin Salimian
Voxel Capital Partners
A concentrated long-only fund launching in 2026 with AI at the center. Kevin covers position sizing, on-the-ground research and what AI means for software companies.
AITechnologyPortfolio constructionBuilding a firm -
Fall 2025
Jillian McIntyre
221B Capital Partners
Jillian started 221B in 2024 after years at hedge funds and banks. She covers learning to short, her 5Ms framework, the Carvana call and a long case for Overstock.
Short sellingTechnologyBuilding a firm -
Spring 2025
Beeneet Kothari
Tekne Capital Management
Tekne holds about 10 technology names outside the US. Beeneet explains how he picks them, whether he hedges, and why the AI debate is the only one that matters to him right now.
TechnologyAIInternationalPortfolio construction -
Fall 2024
Nadim Rizk
PineStone Asset Management
Nadim grew up in Lebanon during the civil war. He explains how PineStone finds ideas and why it owns TSMC and Moody's.
Quality compoundersTechnologyFinancials -
Fall 2024
David Baron
Baron Capital
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.
Growth investingTechnology -
Spring 2022
Christopher Lin
Fidelity
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.
Growth investingTechnologyInternational -
Spring 2022
Fred Liu
Hayden Capital
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.
Growth investingTechnologyInternational -
Fall 2021
Gavin Baker
Atreides Management
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.
TechnologyGrowth investingCareer advice -
Winter 2021
Arthur Young
Tensile Capital Management
Arthur was a litigator in Miami before he became an investor. He explains how that helps him study problems after they show up, and walks through Avalara, Valvoline's quick-lube business and Dick's Sporting Goods.
Special situationsTechnologyBuilding a firm -
Spring 2019
Yen Liow
Aravt Global
Yen came from Ziff Brothers and runs Aravt with a narrow focus. He talks about systems design, TransDigm's FAA-driven niches, and two holdings: Black Knight and GoDaddy.
Quality compoundersTechnology -
Fall 2016
Neal Nathani
Totem Point Management
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.
TechnologyGrowth investing -
Fall 2015
Alex Sacerdote
Whale Rock Capital
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.
TechnologyGrowth investing -
Spring 2015
Josh Resnick
Jericho Capital
Josh on investing in technology, media and telecom, with Amazon, MercadoLibre and Telecom Italia as examples.
TechnologyGrowth investingInternational