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Gavin Baker

Gavin Baker

·

May 18, 2021

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…

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

Gavin Baker

·

Apr 17, 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…

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

Gavin Baker

·

Dec 26, 2020

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…

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

Gavin Baker

·

Dec 22, 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.

Why suits are cyclical and business travel is coming back

Gavin Baker

·

Oct 18, 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…

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

Gavin Baker

·

Aug 14, 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…

Investing Mistakes, Chapter 1001

Gavin Baker

·

Jun 11, 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…

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

Gavin Baker

·

May 10, 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 —…

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

Gavin Baker

·

May 2, 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…

Investing Book List

Gavin Baker

·

Mar 22, 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…

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

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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