Invest Like The Best
Episode 149 Tech and Consumer Growth Investing
Invest Like The Best

Episode 149: Tech and Consumer Growth Investing

Invest Like The Best

Episode 149

Tech and Consumer Growth Investing

Gavin is the Managing Partner and Chief Investment Officer of Atreides Management, L.P. We cover the most important technology and consumer trends for the future, uncover their parallels in history, and dive deep into the video game industry.

[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

Tech and Consumer Growth Investing

Introduction

Patrick
My guest this week is Gavin Baker, the founder and manager of Atreides Management. I met Gavin in the same way I meet many of the most interesting people, on Twitter. His focus is on consumer and technology growth investing, which is the topic of our conversation. We discuss many of the largest trends in these sectors, several fascinating investment cases, and also explore the video game industry in detail, which I found especially interesting. Please enjoy my conversation with Gavin Baker.

An Overview of Gavin's Investment Process

So Gavin, this is going to be really fun. The way that you invest, I think, is one of the last interesting ways to do public market investing. I'd love you to begin by describing what is unique about the way that you view markets - maybe growth, tech, and consumer specifically - and why you do it this way.

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