Gaurav Kapadia
@gauravkapadia
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Dinakar has been a mentor for 22 years. He is singularly responsible for the success I have had professionally and personally. Being the first analyst at TPG Axon was the formative experience of my career, and learning from Dinakar about life has never stopped. What a story.
Happy Father’s Day to all. To commemorate, we are releasing one of the most powerful stories I’ve ever heard . Dinakar Singh was a legend at Goldman before launching Axon. He launched Axon to help finance his crusade to cure his daughter’s rare disease. This one rocked me
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Happy to be a small part of what will be a big story. Congrats tk the @geckorobotics team.
🦄 #Unicorn status unlocked! Gecko Robotics is pleased to announce it has doubled its valuation from the previous funding round to $1.25 billion. What started out of a college dorm room just over a decade ago has turned into a billion dollar company, with AI and robotics
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Excellent essay by @ezraklein .
nytimes.com
The Democratic future isn’t going to look like the Democratic past.
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A fantastic conversation between my close friends @tylercowen and @JohnArnoldFndtn . John has been an incredible friend and mentor across investing, philanthropy, art and fatherhood. I always learn something when I listen to him.
conversationswithtyler.com
Why natural gas markets were easier to master than human nature
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Naoshima Island is the coolest place I have ever been. I cannot wait to visit this new addition.
nytimes.com
Benesse Art Site Naoshima, a sprawling art constellation on three islands, adds a 10th museum by the star architect Tadao Ando that caps the cultural quest of Soichiro Fukutake.
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Probably the person I’ve admired most from afar in building an organization and culture of winning. The GOAT:
espn.com
With Gregg Popovich stepping down, ESPN recalls the legendary stories (including fancy dinners and a penguin movie) about the winningest coach in NBA history.
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Random tariffs are obviously bad for America. Negotiating 70 bilateral agreements with uncertain goals, timelines and outcomes is awful too. Put another way, why would anyone buy anything until this resolves. Who wants potentially high cost inventories on their balance sheet?.
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I really just can’t believe I agree with Rand Paul and Ted Cruz.
Rand Paul: "The whole [tariffs] debate is so fundamentally backwards & upside down. It's based on a fallacy & the fallacy is this: that somehow in a trade, someone must lose. That somehow when you trade with someone, someone is taking advantage of you. I have a trade deficit
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I guess we should take him literally and not seriously.
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Have a lot of analysts work diligently on rational, data driven analysis and then have a mercurial decision maker just do something unrelated and random.
washingtonpost.com
Why did Trump impose tariffs? Inside the advice that shaped his decision.
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RT @bariweiss: "This is perhaps the worst economic own goal I have seen in my lifetime.". @tylercowen on "Liberation Day" in @TheFP:. https….
thefp.com
This is perhaps the worst economic own goal I have seen in my lifetime.
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RT @JamesSurowiecki: As a reminder, Congress could repeal all these tariffs tomorrow and take back the complete authority over tariffs and….
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A great profile of my friend Neil. I enjoyed reading it a great deal.
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Kelly is a great human being and investor. She is inspiring and has a giant heart. This is an awesome listen.
My conversation with Lone Pine’s co-CIO Kelly Granat. We cover every aspect of their investment process, and how they’ve built Lone Pine. Links below (including YouTube!). Timestamps:.1:09 Market Structure Evolution.3:39 The Impact of Passive Investing.5:21 Collaboration & Team
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A great profile of a great person and friend. Not just Silicon Valley’s favorite economist, mine too!.
The Economist 1843 magazine does a profile of me:
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