Latest / In Good Company with Nicolai Tangen
HIGHLIGHTS: Mala Gaonkar - Founder of SurgoCap Partners
We've curated a special 10-minute version of the podcast for those in a hurry.
Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/mala-gaonkar-building-surgocap-identifying-great-businesses/id1614211565?i=1000745986776&l=nb
What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce…
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