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

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

1y ago 1:12:57

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内容由Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal提供。所有播客内容（包括剧集、图形和播客描述）均由 Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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集单集

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

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

ACQ2 by Acquired

126 subscribers

published 1y ago

分享

MP3•单集首页

内容由Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal提供。所有播客内容（包括剧集、图形和播客描述）均由 Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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集单集

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

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