Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes

What I try to look for, and I'll tell you how I look for these things, but I try to look for companies that are early and inevitable. This is the combination of words that I think about. Stripe did an amazing job of this.Their mission is to increase the GDP of the Internet. Cool. Most people probably believe it's inevitable, that the GDP of the Int... See more

One of the litmus tests for us when we consider any investment opportunity is as we've discussed before, the size of the prize. Let's assume that everything you're telling me to be true becomes true. How big is the outcome? How big is the impact on the world? And clearly man on the moon, computer on every desk, those are very quickly understood.