Episode Details
| Title | Kelly Granat - Investing At Lone Pine - [Invest Like the Best, EP.414] |
|---|---|
| Date | 3/11/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy β |
Key Insights
Bullish:
- π’ $META - Lone Pine has a large, long-standing position in Meta, viewing it as a prime example of commercializing AI capabilities at scale in core products.
- βAnd so our view going back really from the beginning was that probably most of the value would be created at the application layer. Right? And so that's part of why we have such a large position in Meta and have for the last bunch of years as we feel like that's the most real life example at scale of commercializing a lot of the capabilities in core products today.β - Kelly (16:53)
- π’ $ACTIVEMANAGEMENT - π
- π’ $AEROSPACE - π
- π’ $ALTMANAGERS - π
Bearish:
- π» $CONSUMERDISCRETIONARY - π