Comparing The Dotcom Crash To Today (with Tom Cowan From TDM) ACQ2 By Acquired podcast

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Ben Gilbert and David Rosenthal Ben Gilbert David Rosenthal Trading Entrepreneur Business Ben And Davids

Innhold levert av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)

1+ y ago 1:12:57

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Innhold levert av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Every now and then, we come across super interesting and under-the-radar (at least to us!) public markets folks like NZS Capital who make us think differently about the art of investing. TDM is another one of those groups — founded 18 years ago in Australia, they’ve compounded a single, private pool of capital at 26% per annum over nearly two decades. That’s Warren & Charlie territory!

TDM recently published a memo comparing the current “post ZIRP bubble” market with what happened in the years following both the dot-com crash and the GFC in 2008. As always, past performance isn’t necessarily predictive of the future, but what happened back then surprised us and might surprise you too. More importantly, it gave us the perfect excuse to sit down with TDM cofounder Tom Cowan and share the conversation with you all. Tune in and learn alongside us!

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103 episoder

#Ben Gilbert and David Rosenthal #Ben Gilbert #David Rosenthal #Trading #Entrepreneur #Business #Ben And Davids

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Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)

ACQ2 by Acquired

133 subscribers

published 1+ y ago

Del

MP3•Episoder hjem

Innhold levert av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Every now and then, we come across super interesting and under-the-radar (at least to us!) public markets folks like NZS Capital who make us think differently about the art of investing. TDM is another one of those groups — founded 18 years ago in Australia, they’ve compounded a single, private pool of capital at 26% per annum over nearly two decades. That’s Warren & Charlie territory!

TDM recently published a memo comparing the current “post ZIRP bubble” market with what happened in the years following both the dot-com crash and the GFC in 2008. As always, past performance isn’t necessarily predictive of the future, but what happened back then surprised us and might surprise you too. More importantly, it gave us the perfect excuse to sit down with TDM cofounder Tom Cowan and share the conversation with you all. Tune in and learn alongside us!

Links:

Sponsors:

Vanta

… continue reading

103 episoder

#Ben Gilbert and David Rosenthal #Ben Gilbert #David Rosenthal #Trading #Entrepreneur #Business #Ben And Davids

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