Episode Details
| Title | Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, Replay] |
|---|---|
| Date | 7/23/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $SaaS Businesses - Highlighting the value and potential of SaaS businesses.
- “A company that's doing $10,000,000 a year, which is maybe, you know, if it's a SaaS business, maybe the best asset on the planet.” - Jeremy (0:00)
- 🟢 $Atlassian - 🔒
- 🟢 $GitHub - 🔒
- 🟢 $Constellation Software - 🔒
- 🟢 $Berkshire Hathaway - 🔒
- 🟢 $FANG Stocks - 🔒
- 🟢 $Shopify - 🔒
- 🟢 $DeepMind - 🔒
- 🟢 $Workday - 🔒
- 🟢 $Stripe - 🔒
- 🟢 $Lazard - 🔒
- 🟢 $Allen & Co - 🔒