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

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Innehåll tillhandahållet av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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

1y ago 1:12:57

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Innehåll tillhandahållet av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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

102 episoder

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

Artwork

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

ACQ2 by Acquired

126 subscribers

published 1y ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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

102 episoder

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

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