![Gavin Baker – Tech and Consumer Growth Investing - [Invest Like the Best, EP.149]](https://megaphone.imgix.net/podcasts/0d571bfa-ccce-11ed-87bf-472bfc4c8442/image/Gavin_Baker.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Invest Like the Best with Patrick O'Shaughnessy
Gavin Baker – Tech and Consumer Growth Investing - [Invest Like the Best, EP.149]
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com
Show Notes
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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 videogame industry in detail—which I found especially interesting. Please enjoy my conversation with Gavin Baker.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
– (first question) – His unique view on the markets
– Distilling Apple as a growth investment
– What is the most important lever for Apple looking forward
– His view on Intel
– Most important technological changes that may dictate his investing strategy
– How do you look at a big idea, like AR, and then apply to an individual business
– Fortnite isn't a game, it's a place
– Fortnite Is the Future, but Probably Not for the Reasons You Think
– His insight into video games and their ability to control attention
– How do you invest in the gaming sector
– Favorite video games
– Why gaming and customer sector allows him to find Alpha richness
– Being in the top 1% of knowledge before investing in a company
– His view on value investing today and, in the future,
– Increase of regulatory capture
– Headwinds to the tech companies today
– Thoughts on the Chinese internet market and how it impacts US markets
– How often companies look at China for ideas
– Role of alternative data in his process
– Big trends today we should be paying attention to
– the most interesting company he does not own
– Advice for new investors
– Non-obvious tech resources - TechMeme
– Favorite sci-fi character
– Kindest thing anyone has done for him
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on Twitter at @patrick_oshag
All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of O'shaughnessy asset management. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of O'shaughnessy asset management may maintain positions in the securities discussed in this podcast. Clients of the podcast guest’s firm may also maintain positions in the securities discussed in this podcast.
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