Gavin Baker – Medium

Gavin Baker

Fear is the mind-killer: secular growth stocks are becoming increasingly attractive.

Secular growth stocks have been dramatic relative underperformers for the last 11 months. This underperformance was quiet at first, but has…

May 18, 2021

Fear is the mind-killer: secular growth stocks are becoming increasingly attractive.

May 18, 2021

Lessons on winning and losing as an investor from “The Art of Execution”

I recently read Lee Freeman Shor’s “The Art of Execution” and thought I would publish a brief review/overview as it resonated with me…

Apr 17, 2021

Lessons on winning and losing as an investor from “The Art of Execution”

Apr 17, 2021

Lessons from George Vanderheiden, one of the greatest investors I’ve ever known.

George Vanderheiden is one of the best investors I’ve ever known. He chose to retire in early 2000, massively underweight technology and…

Dec 26, 2020

Lessons from George Vanderheiden, one of the greatest investors I’ve ever known.

Dec 26, 2020

Why suits are cyclical and business travel is coming back

Business travel is coming back for the same reason that suits always come back.

Dec 22, 2020

Why suits are cyclical and business travel is coming back

Dec 22, 2020

Why category leading brick and mortar retailers are likely the biggest long term Covid…

I believe the biggest long term beneficiaries of Covid will prove to be category leading brick and mortar retailers. By this I simply mean…

Oct 18, 2020

Why category leading brick and mortar retailers are likely the biggest long term Covid…

Oct 18, 2020

Investing Mistakes, Chapter 1001

Investing is a difficult, humbling pursuit. I am often asked about mistakes I have made. While the list of my mistakes is quite long, I…

Aug 14, 2020

Investing Mistakes, Chapter 1001

Aug 14, 2020

Risk/reward in the stock market: Three Body Problems and Hic Sunt Leones.

The “Three-Body Problem” is a reference to Poincare’s 1889 work showing that there was no closed form solution for modeling three point…

Jun 11, 2020

Risk/reward in the stock market: Three Body Problems and Hic Sunt Leones.

Jun 11, 2020

Scale and Loyalty are more important online than offline, which drives much of the “winner take…

Scale and loyalty are generally the most important metrics to me as an investor as they are the most sustainable — and measurable —…

May 10, 2020

Scale and Loyalty are more important online than offline, which drives much of the “winner take…

May 10, 2020

Investing Book List

I recently had the pleasure of giving a talk to CSIMA, which is the Columbia Student Investment Management Association. Afterwards, they…

May 2, 2020

Investing Book List

May 2, 2020

Software contracts, first-lien debt and the reality that no revenue is truly recurring.

Robert Smith, CEO and founder of Vista Equity Partners famously said: “Software contracts are better than first-lien debt. You realize a…

Mar 22, 2020

Software contracts, first-lien debt and the reality that no revenue is truly recurring.

Mar 22, 2020

Viruses, Recessions, Imagination and “the End of the Beginning.”

Six weeks ago the idea that America would be shut down and in the grip of a severe recession was unimaginable to many. And rightly so. We…

Mar 19, 2020

Viruses, Recessions, Imagination and “the End of the Beginning.”

Mar 19, 2020

We are in a severe recession. What now for both companies and investors?

We are in a severe recession right now that is unlike any other in recent history. Tolstoy’s Anna Karenina begins with the sentence “All…

Mar 16, 2020

We are in a severe recession. What now for both companies and investors?

Mar 16, 2020

Thoughts on navigating a bear market.

Thought I would share some hard won lessons from 2000–2001 and 2008–2009.

Mar 12, 2020

Thoughts on navigating a bear market.

Mar 12, 2020

Investing and “The Name of the Rose”

I recently had the pleasure of being a guest on Patrick O’Shaughnessy’s podcast, “Invest like the Best.” Among many other topics, we…

Jan 1, 2020

Investing and “The Name of the Rose”

Jan 1, 2020

Thoughts post E3 2019

My conclusions post E3 are the following. First, streaming is real and Microsoft’s xCloud is the likely winner. Second, publishers are…

Jun 23, 2019

Thoughts post E3 2019

Jun 23, 2019

Crowdstrike S-1: why Cybersecurity is great for VC investing but suboptimal for public equity…

Recently went through the incredibly impressive Crowdstrike S-1. It was almost as good as the Zoom S-1. However, I generally believe that…

May 25, 2019

Crowdstrike S-1: why Cybersecurity is great for VC investing but suboptimal for public equity…

May 25, 2019

Thoughts on the most important investment and technology trends over the next few decades:“My job…

I originally posted this on Quora and thought would cross publish here with a few edits. The future is ever uncertain, but over the next…

Apr 30, 2019

Thoughts on the most important investment and technology trends over the next few decades:“My job…

Apr 30, 2019

Thoughts on Status as a Service, utility as the ultimate moat for social networks and how the…

Eugene Wei’s post on understanding social networks as “Status as a Service” businesses was brilliant. It was full of insights and new…

Mar 19, 2019

Thoughts on Status as a Service, utility as the ultimate moat for social networks and how the…

Mar 19, 2019

Thoughts on Nvidia: Ray tracing and modern semiconductor realities

I thought I would share a few thoughts ahead of Nvidia’s analyst day around the RTX launch and my belief that the VC funded deep learning…

Mar 17, 2019

Thoughts on Nvidia: Ray tracing and modern semiconductor realities

Mar 17, 2019

Augmented Reality, Virtual Reality, Zuckerberg’s memo and the likely winners

Pulling together many of my Twitter threads on Augmented Reality and Virtual Reality and what I think they will mean for the current tech…

Mar 12, 2019

Augmented Reality, Virtual Reality, Zuckerberg’s memo and the likely winners

Mar 12, 2019

Gavin Baker

Gavin Baker

Founder, CIO & Managing Partner, Atreides Management LP. Former Portfolio Manager, Fidelity OTC Fund. No investment advice, views his own. More: gavinbaker.net

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