Episode · Invest Like the Best · 2019-11-26
Patrick O'Shaughnessy & Gavin Baker: books mentioned on Invest Like the Best #149
Gavin Baker – Tech and Consumer Growth Investing - [Invest Like the Best, EP.149]
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.
Gavin Baker discussed The intelligent investor by Benjamin Graham.
Books mentioned, in the order they came up
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The intelligent investor
Discussed“And I also think even within the career risk, everybody's steeped in Benjamin Graham now. Everybody knows that chapter 8 and chapter 20 are the most important chapters of the intelligent investor. Everybody is steeped in Warren Buffett.”
Where to get it
Other mentions in this episode (3) — ad reads, self-promotion and passing references, never counted
Passing The Hunger Games
“And that what they do, I don't know if you've seen the Hunger Games or read them, but the audience can participate in the games.”
Passing The Lord of the Rings
“I love science fiction. It's been an enormous part of my life. So I really love, the two things I love are both science fiction and then Lord of the Rings type history or variations of history, fantasy stuff.”
Passing Second Foundation
“Rather than ask your favorite book or series, I'll ask for your favorite sci-fi character, individual character. I do love the two people who in the Second Foundation are actually the representatives of the Second Foundation and they go along with the mule.”