Guy Spier: I changed my password so I wouldn’t forget this point
Borsgade
August 15, 2023
Guy Spier talks about his experiences and challenges with Fear Of Missing Out (FOMO) in the lead up to and during Covid-19.
Category: Netflix
Arman Gokgol-Kline: How we view our investment in Alphabet, Meta and Netflix
Borsgade
June 20, 2023
Back in May, Ruane, Cunniff & Goldfarb held their annual Investor Day. They have now been kind enough to post a transcript of the meeting and presentation on their website, so those of us who are not investors can still follow their thoughts and assessment of companies.
Bill Ackman: About losing $400 million. USD on Netflix
Borsgade
March 27, 2023
Bill Ackman, CEO of Pershing Square Capital Management, talks about his losses on Netflix, the Silicon Valley banking crisis, allocation tips and much more in the 20VC Podcast
Sequoia: Why we have changed our positions in Netflix, Meta, Netflix and Disney
Peter Stæhr
February 16, 2023
In Sequoia’s Q4 2022 update, Arman Gokgol-Kline, Partner and member of their Investment Committee, gives his assessment of several interesting companies in their portfolio. The discussion has a particular focus