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."
Great work, both of you ... Wishing you much success through 2024.
Great interview. If I'm interpreting David correctly, he recently sold his Adyen stake. Is that correct?
Fantastic
Fantastic interview guys, thank you for doing it!
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
scuttleblurb = GOAT
Really good interview!