I am on my way to Florence and Tuscany.
We just landed in Zurich which is a wonderful airport.
Yesterday I listened to Patrick O’s podcast with Gavin Baker. Gavin is one of my favorite technology investor follows and reads. You can follow him on Twitter here. I believe we share only one seed investment in Koyfin.
Like a lot of growth managers, 2021 was terrible for Gavin and 2022 is no better.
Back in January he had this conversation with Patrick that covered a lot of his thoughts looking ahead, including internet, software and semiconductor stocks and the disconnect between private and public markets. It is excellent.
If you enjoy investing you will learn a lot and get some great ideas. You can listen right here.
I hope to be on my bike later this afternoon in Tuscany and am looking forward to a week mostly off the grid.
Have a great Sunday.