Gavin Baker: Investors Have To Be Able To Deal In Paradoxes

  1. In his recent interview with The Market NZZ , Gavin Baker, founder and Chief Investment Officer of Atreides Management discussed how investors can navigate today’s challenging environment, the changing landscape for high ROIC companies, and why investors have to be able to deal in paradoxes.
  2. As a technology investor in particular, you have to balance imagination with reality.
  3. What does this mean for future investment returns in tech stocks?

 


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