Public and Private Investing

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[00:02:32] – (First question) – Overall investment philosophy at Altimeter

[00:05:12] – Most interesting thing in the landscape today

[00:11:16] – Disrupting the tech giants moving forward

[00:13:56] – The investing opportunity in the backend of the internet

[00:16:42] – His take on old-line businesses and how technology could shift his view on them

[00:18:56] – Lessons from company founders whose platforms rely on consumer discovery

[00:21:32] – Running his business on essentialism

[00:21:40] – Essentialism: The Disciplined Pursuit of Less

[00:26:11] – Tactical applications of essentialism

[00:29:46] – Applying essentialism outside of business

[00:31:16] – What travel has taught him about business

[00:33:43] – What we should know about the Chinese internet market

[00:37:11] – The emergence of bite-sized transactions across the web

[00:39:22] – Bite-sized work

[00:42:43] – How early on can you figure out what company would win a vertical

[00:45:36] – What problem space would he tackle today

[00:48:49] – Collaborating in the private markets

[00:57:27] – Pricing businesses as a key component of his investment choices

[01:02:47] – Fascination with life sciences and software

[01:04:12] – What about the future excites him

[01:06:48] – Kindest thing anyone has done for Brad