Tech and Consumer Growth Investing

[00:01:16] – (First question) – His unique view on markets

[00:04:00] – Distilling Apple as a growth investment

[00:06:44] – What is the most important lever for Apple looking forward?

[00:09:01] – His view on Intel

[00:11:03] – Most important technological changes that may dictate his investing strategy

[00:16:20] – How to look at a big idea, like AR, and then apply it to an individual business

[00:18:21] – Fortnite Isn’t a Game, It’s a Place

[00:18:26] – Fortnite Is the Future, but Probably Not for the Reasons You Think

[00:18:56] – His insight into video games and their ability to control attention

[00:28:36] – How do you invest in the gaming sector

[00:40:06] – Favorite video games

[00:32:07] – Why there's so much alpha in the tech and consumer sectors

[00:34:17] – Being in the top 1% of knowledge before investing in a company

[00:36:24] – His view on value investing today and in the future

[00:41:15] – Increase of regulatory capture

[00:42:01] – Headwinds to the tech companies today

[00:43:50] – Thoughts on the Chinese internet market and how it impacts US markets

[00:45:36] – How often companies look at China for ideas

[00:46:21] – Role of alternative data in his process

[00:49:36] – Big trends today we should be paying attention to

[00:54:20] – Most interesting company he does not own

[00:58:48] – Advice for new investors

[01:00:17] – Non-obvious tech resources - TechMeme

[01:00:50] – Favorite sci-fi character

[01:01:19] – Kindest thing anyone has done for him