Thank you for reading, glad you liked it! Make sure to check out past interviews with David (linked at the top) if you missed them in previous years. Cheers! 💚 🥃
Thank you both for sharing - tremendous insight as always! This quote really resonated with me:
"I wonder if there’s something to the idea that fluid intelligence, the kind that relates to processing power, wears down over time while crystalized intelligence, the kind that relates to pattern matching, builds up, and the style of investing we pursue acclimates to that transition. Who knows."
Thanks for reading, glad you enjoyed it. David is always great -- if you haven't seen the past year's editions, make sure to check them out, they're linked at the top! 💚 🥃
Great work, both of you ... Wishing you much success through 2024.
Thank you, Marc! Same to you! 💚 🥃
Great interview. If I'm interpreting David correctly, he recently sold his Adyen stake. Is that correct?
correct.
Fantastic
Thank you for reading, glad you liked it! Make sure to check out past interviews with David (linked at the top) if you missed them in previous years. Cheers! 💚 🥃
Fantastic interview guys, thank you for doing it!
Thank you for reading, glad you liked it! Make sure to check out past editions (linked at the top) if you had missed them in past years 💚 🥃
Thank you both for sharing - tremendous insight as always! This quote really resonated with me:
"I wonder if there’s something to the idea that fluid intelligence, the kind that relates to processing power, wears down over time while crystalized intelligence, the kind that relates to pattern matching, builds up, and the style of investing we pursue acclimates to that transition. Who knows."
Adding GFL to my research list
Thanks for reading, glad you enjoyed it. David is always great -- if you haven't seen the past year's editions, make sure to check them out, they're linked at the top! 💚 🥃
scuttleblurb = GOAT
Yep
Really good interview!
Thank you! 💚 🥃