Keys to Successful Growth Investing

This episode is brought to you by:

Ramp. ⁠⁠⁠⁠⁠⁠Ramp⁠⁠⁠⁠⁠⁠'s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ⁠⁠⁠⁠⁠⁠Ramp.com/invest⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus.

Ridgeline. Ridgeline⁠⁠⁠⁠⁠⁠⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform.

AlphaSense. ⁠⁠⁠⁠⁠AlphaSense⁠⁠⁠⁠⁠ has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at ⁠⁠⁠⁠⁠Alpha-Sense.com/Invest⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster.

Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:05:18) Market Conditions and Investment Opportunities

(00:06:57) Consumer Internet Businesses and AI

(00:09:04) Technology Commercialization Challenges

(00:11:30) Public vs. Private Market Dynamics

(00:15:32) Growth Investing and Competitive Dynamics

(00:22:34) History and Resilience of TCV

(00:26:32) Understanding the Firm's Investment Lifecycle

(00:28:33) The Role of Data Intelligence in Sourcing

(00:29:41) Internal Investment Process at TCV

(00:34:31) Challenges and Strategies in Long-term Investments

(00:41:15) Reflections on the Investment World

(00:43:48) Personal Insights and Final Thoughts