Listen to This Podcast Episode Here
by Patrick O’Shaughnessy

My guest this week is Gavin Baker, the founder and manager of AtreidesManagement. I metGavin in the same way I meet many of the most interesting people, on twitter. His focus is onconsumer and technology growth investing, which is the topic of our conversation. We discussmany of the largest trends in these sectors, several fascinating investment cases, and also explorethe videogame industry in detail—which I found especially interesting. Please enjoy myconversation with Gavin Baker.
Notes1:16–(first question)–His unique view on the markets
4:00–Distilling Apple as a growth investment
6:44–What is the most important lever for Apple looking forward
9:01–His viewon Intel
11:03–Most important technological changes that may dictate his investing strategy
16:20–How do you look at a big idea, like AR, and then apply to an individual business
18:21–Fortnite isn’t a game, it’s a place
18:26–Fortnite Is the Future, but Probably Not for the Reasons You Think
18:56–His insight into video games and their ability to control attention
28:36–How do you invest in the gaming sector
40:06–Favorite video games
32:07–Why gaming and customer sector allow him to find Alpha richness
34:17–Being in the top 1% of knowledge before investing in a company
36:24–His view on value investing todayand, in the future,
41:15–Increase of regulatory capture
42:01–Headwinds to the tech companies today
43:50–Thoughts on the Chinese internet market and how it impacts US markets
45:36–How often companies look at China for ideas
46:21–Role of alternative data in his process
49:36–Big trends today we should be paying attention to
54:20–most interesting company he does not own
58:48–Advice for new investors
1:00:17–Non-obvious tech resources-TechMeme
1:00:50–Favorite sci-fi character
1:01:19–Kindest thing anyone has done for him