Episode · Invest Like the Best · 2020-10-27
Patrick O'Shaughnessy, Brad Gerstner & Rich Barton: books mentioned on Invest Like the Best #197
Brad Gerstner and Rich Barton – Thriving in Changing Markets - [Invest Like the Best, EP.197]
My guests today are Rich Barton and Brad Gerstner. Brad is the founder of Altimeter Capital and is one of my favorite active investors.
Patrick O'Shaughnessy recommended TAPE SUCKS: Inside Data Domain, A Silicon Valley Growth Story by Frank Slootman, and discussed No Rules Rules: Netflix and the culture of reinvention by Reed Hastings and others.
Books mentioned, in the order they came up
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No Rules Rules: Netflix and the culture of reinvention
Discussed“Rich, you mentioned earlier on the board of Netflix, the book just came out from Reed. And the major takeaway from the book was this concept of talent density, especially early on in a company's history.”
Where to get it
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TAPE SUCKS: Inside Data Domain, A Silicon Valley Growth Story
Recommended“He published this, I think it's a couple of years old, but this fascinating article. His book is great too, Tape Sucks. Awesome book for anyone looking for something interesting and different.”
Where to get it