Episode · Invest Like the Best · 2022-01-25
Patrick O'Shaughnessy & Gavin Baker: books mentioned on Invest Like the Best #260
Gavin Baker - The Cyclone Under the Surface - [Invest Like the Best, EP. 260]
My guest today is past guest Gavin Baker, managing partner and CIO of Atreides Management. Gavin’s focus is on consumer and tech growth investing, which makes him the perfect person to discuss the bloodbath we’ve seen in many growth equities over the past few months.
Gavin Baker recommended A Wizard of Earthsea by Ursula K. Le Guin and Hyperion by Dan Simmons, and discussed Dune by Frank Herbert.
Books mentioned, in the order they came up
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Dune
Discussed“I did recently reread Dude in advance of the movie coming out. It's the best book. God, it's awesome.”
Where to get it
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A Wizard of Earthsea
Recommended“It's a book called The Wizard of Earthsea, and it's by Ursula Le Guin, who's one of my favorite authors. And I think the reason it's powerful for me as a touchstone is just at the end of the day, the book is all about how ego is at the root of most failures.”
Where to get it
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Hyperion
Recommended“They're right up there with Dude. That and Hyperion are probably the only works of science fiction that I would compare to Dude, but you must read them.”
Where to get it
Other mentions in this episode (1) — ad reads, self-promotion and passing references, never counted
“I actually think in a lot of ways, like it inspired Harry Potter, Wizard School, et cetera, et cetera.”