And it means its going to be harder than ever to hold onto any money you make. Mark A Cohen. ----- This episode is brought to you by Lemon.io. 266]: My guest today is Eric Mandelblatt, founder and CIO of Soroban Capital, a $10 billion investment firm. Eric Mandelblatt, co-founder of Soroban Capital Partners. (AP) Union Pacific announced plans Sunday to replace its CEO later this year after a hedge fund that holds a $1.6 billion stake in the railroad went public with its concerns about his leadership. We discuss why energy and materials represent such a small share of the market today, how the global push towards . Eric Mandelblatt is the founder and CIO of Soroban Capital, a $10 billion investment firm. articles a month for anyone to read, even non-subscribers! The number of bullish hedge fund positions were trimmed by 1 recently. Our Cantor Martha Novick has given one and all. I believe it will make millions of Americans vastly wealthier. There is no recent news or activity for this profile. Victoria Beckham Wedding, mandelblatt eric C/O SOROBAN CAPITAL PARTNERS LP NEW YORK NY 10036 Business Phone: (516) 803-2300. . All Rights ReservedOfficialUSA.com is not a consumer reporting agency. This documentary-style series follows investigative journalists as they uncover the truth. Warren Buffett bought BNSF in 2008, Pershing Square won a tough proxy fight with Canadian Pacific in 2012, which turned into one of his most successful investments ever by 2016, and this interview with Eric Mandelblatt at Soroban is a good overview of the current bull case on railroads. Edit Overview Section. Save . That means much bigger government. Nevertheless, we were still able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 115 percentage points since March 2017 (see the details here). The Company's segments include Williams Partners, Williams NGL & Petchem Services, and Other. INTRODUCTION. While many of my conversations focus on tec The best result we found for your search is Eric Mandelblatt age 30s in Westfield, NJ in the Westfield neighborhood. And, in true Gator fashion, we plan to do it while having fun!. Starboard Sends Another Letter To Shareholders of Darden Restaurants Inc. ( Barry Rosenstein's Jana Partners Trims Stake In QEP Resources (QEP), Tiger Global Management Cuts Its Exposure To TAL Education Group (XRS), Hedge Funds Are Betting Big on These Five Tech Stocks, Elliott Management Nominates Directors to Juniper Networks (JNPR)'s Board, Hedge Fund News: Carl Icahn, John Paulson & Paul Singer. 1. Our calculations showed that top 5 most popular stocks among hedge funds returned 95.8% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 40 percentage points. In addition to the 36 individuals on the Advisory Council, 20 business leaders serve as life members: Kelley Bergstrom(President, Bergstrom Investment Management, LLC), Nathan Collier(Principal & Chairman, The Collier Companies), Dan DuPree(Chairman; Preferred Apartment Communities), Debbie Ferree(Vice Chairman, Designer Brands Inc.; President, Camuto Group), Fred Fisher (Retired, CFO & Vice Chairman, U.S. Home Corporation), Tom Frankland(Retired, President, Mercantile Bank), Brian Gamache(Retired, Chairman & CEO, WMS Industries, Inc.), Jim Hammel(Owner, Blue Water Holdings Inc.), Mason Hawkins(Chairman, Southeastern Asset Management, Inc.), Tom Johnson(President, La Hacienda Del Cielo, LLC), Bob Lanzillotti(Dean Emeritus, Warrington College of Business), Eric Mandelblatt(Co-Founder/Co-CEO, Soroban Capital Partners), Ken McGurn(President, McGurn Investment Co.), Dave Miller, Jr.(D.F. Charles Stewart who sold, In the last 5 years, insiders at Altice Usa, Inc have sold an estimated value of, https://www.sec.gov/Archives/edgar/data/1702780/000162828021008291/a2021proxystatement.htm, Mailing address is C/o Soroban Capital Partners Lp 55 West 46th Street, 32nd Floor New York NY 10036 NY. bustle wedding dress before and after; Menu. . Grow your brand authentically by sharing brand content with the internets creators. Wake Forest School of Medicine of Wake Forest Baptist Medical Center Class of 1989. Summary. Find the editorial stock photo of Danielle Mandelblatt Eric Mandelblatt Carlos Rodriguezpastor, and more photos in the Shutterstock collection of editorial photography. We can be the practical connection between the business school and business. To help you, we've analysed the most common alternative last names (AKA) associated with Eric Mandelblatt . 2% of that pie is wind and solar. WELCOME TO TUCSON. Hedge funds were in a bearish mood. These bearish behaviors are important to note, as total hedge fund interest dropped by 1 funds heading into Q2. Six persons, including Eric Weinstein Mandelblatt, M Mandelblatt, Michael Mandelblatt, Ali W Mandelblatt, Charlotte W Mandelblatt, C W Mandelblatt, listed the phone number (561) 487-5588 as their own, various documents indicated. If Warren Buffetts hedge fund didnt generate any outperformance (i.e. ", Keith Meister & Eric Mandelblatt Step Down From Williams Board. The current estimated net worth of Altice Usa, Inc's Eric Mandelblatt is estimated to be about $432.29M . her gift of heart with music, to heal us when we call. Mandelblatt E Weins, Eric Weinstein Mandelblatt, Eric Weinstein Mandelblat and Eric W Mandelblatt are some of the alias or nicknames that Eric has used. The graph below displays the number of hedge funds with bullish position in RTX over the last 23 quarters. Recent News and Activity. Number of Founded Organizations 1. In addition, Mandelblatt hired Vito Tanzi, former Kalix Advisors CFO, who is currently a partner at Soroban, as well as its CFO and COO. Software Updates. The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution. Its Canadian midstream operations include an oilsands off gas processing plant, NGL/olefin fractionation facility and the Boreal Pipeline. The 36th annual event gathers many of America's wealthiest and most powerful people in media, technology, and sports. 6899 Viento Way. Alvin Green : 23999. al abraham : 23998. iPhone Maker Plans $700 Million India Plant in Shift From China, Amazon Is Closing Its Cashierless Stores in NYC, San Francisco and Seattle, S&P 500 Notches Best Week Since Late January: Markets Wrap, Stock Traders Are Ignoring Blaring Bond Alarms. excerpt of the interview We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. The council will have an executive group, led by . Eric's reported annual income is about $30 - 39,999; with a net worth that tops Greater than $499,999. Join over 13,600 investors that receive our daily summary: The content provided within this website is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution. Got a great story idea for us? Eric Mandelblatt - Investing in the Industrial Economy from Invest Like the Best with Patrick O'Shaughnessy on Podchaser, aired Tuesday, 1st March 2022. Jade Capital Advisors is also relatively very bullish on the stock, earmarking 6.15 percent of its 13F equity portfolio to RTX. That would have been 9.35% in hedge fund fees. MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice. precede your charm and grace. 6887 Viento Way. Dr. Harvey J. Cohen is a Oncologist in Durham, NC. Get personalized recommendations, and learn where to watch across hundreds of streaming providers. Keith Meister & Eric Mandelblatt Step Down From Wi 12 West Capital Discloses Research Solutions Position. Warringtons new Advisory Council will be made up of 36 alumni and friends of the College who will serve three-year terms. Manage Products and Account Information. to generate high returns in the 20% to 30% range. Insider Information. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. 6899 Viento Way. FL 110 . Streamline your workflow with our best-in-class digital asset management system. See all of the prominent business leaders that make up the Warrington Advisory Council: Bill Alcorn(Retired, SVP, Controller and Chief Procurement Officer, JCPenney), Drew Asher (EVP & CFO, Centene Corp./CEO, Envolve Pharmacy Solutions), Jorge Benitez(Director, World Fuel Services; Director, FifthThird Bank; Retired, CEO North America, Accenture), Brent Berthy(General Manager, Philips; Founder, Invivo Corp.), Laurie Burns(Founder & CEO, LBB Growth Partners; Director, Service Properties Trust; Retired, SVP, Chief Development Officer, Darden Restaurants, Inc.), Al Callier(Head of Business Development & Digital Innovation, JIFFY.ai), Janice Cellier(Retired, Divisional Sales Director, National Wires Division, Invesco), Suzanne Christensen(Chief Risk Officer, Invesco), Cheryl Cook(SVP of Global Channel, Dell Technologies), Coleman Cordell(Managing Director and Head of Florida Public Finance Group, Bank of America), John H. Dasburg(Private Investor, Dasburg Capital Partners), John P. Dasburg(Private Investor, Dasburg Capital Partners), Glenn Freed(Chief Investment Strategist, Syntax Advisors), Scott Friedman(Co-Founder, Soroban Capital), Jeff Gold(Retired President & CEO, Myoscience), Bill Heavener(CEO, The Heavener Companies; Co-Chairman, & CEO, Full Sail University), Joe Marconi(Managing Director, Bain Capital Real Estate), Linda McGurn(Principal, McGurn Investment Co.), Joelen Merkel(Retired, SVP & Treasurer, Chris Craft Industries [now News Corp.]), Tony Milikin(Chief Procurement Officer, ABInBev), Bill Muir(Director, SYKES; Retired, COO, Jabil Circuit, Inc.), Ben Plotkin(Executive Vice President, Stifel Nicolaus & Vice-Chairman, Stifel Financial), Charlie Poe(Chief Investment Officer at Grand Central Investment Group, LLC), Steve Rainey(Partner, Global COO, Tax & Legal Services, KPMG), Gary Rappeport(CEO & Principal, Far Horizons Capital), Rick Scarola(Co-Founder & Principal, Covenant Capital Group. asos wedding dress plus size; Menu. (The Soroban interview gets credit for putting this . We follow Soroban alongside more than 800 other funds and offer our readers the possibility to follow these funds closely and receive alerts whenever they disclose updates to their portfolios via 13D and 13G filings with the Securities and Exchange Commission. We cover how the global push towards decarbonization could have massive impacts on the industrial economy, the supply and demand forces at work in commodities production, and why energy and materials represent such a small share of the market today. Eric Mandelblatt General Information. Lisa's personal network of family, friends, associates & neighbors include Eric Mandelblatt, Jennifer Mandelblatt, Charles Wallach, Rosalie Wallach and Gary Mandelblatt. Marina Barrage Wedding Photoshoot, Mandeldlatt, Wellsman, Mandellblatt, Mondelblatt, Mandeblatt, Sternbery, Rashtian, Mandleblatt, Mcregina, Dupreee, Mandelblattrashtian are possible typos for Mandelblatt, 1997-2023 OfficialUSA.comThis website is not affiliated with the United States Government or any Federal or State government agency. The birth date was listed as 1-06-1976. Eric Mandelblatt, co-founder and chief investment officer at Soroban Capital Partners LP, arrives for the morning session of the Allen & Co. Media and Technology Conference in Sun Valley, Idaho, U.S., on Wednesday, July 10, 2019. That figure was $2497 million in RTX's case. Women 65 years and older ("older") constitute 55 % of the three million U.S. breast cancer survivors, and will account for a greater absolute number and proportion of survivors with "the graying of America" [1, 2].This older survivor population often has age-related declines in functioning and reserve, increasing levels of comorbid illness, and diminished social and . 3d printer filament recycler service; national blueberry pancake day 2022 Eric W. Mandelblatt, together with Gaurav Kapadia and Scott Friendman, founded New York based Soroban Capital in 2010 with $130 million in AUM. Eric Mandelblatt Found 3 people in Florida, New York and 4 other states. Union Pacific announced plans Sunday to replace its CEO later this year after a hedge fund that holds a $1.6 billion stake in the railroad went public with its concerns about his leadership. As you can guess, Warren Buffetts #1 wealth building strategy is to generate high returns in the 20% to 30% range. Birdie died on May 6, 1999, at age 100 in Miami, FL. 2023 Getty Images. Gaurav Kapadia left the firm in 2018. (Patrick T. Fallon/Bloomberg) Prominent hedge funds have emerged as top investors in this year's biggest boom: SPACs, or special purpose . For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Eric Mandelblatt; Firm: Soroban Capital Partners LP: Address: Soroban Capital Partners LP 55 West 46th Street, 32nd Floor New York, NY 10036: Source The council will have an executive group, led by CITY Furniture CEO Keith Koenig, who will serve as Chair. . In its bid to convince a judge to lift the City Council's ban on new residential development and new applications for short-term vacation rentals, the Aspen Board of Realtors through its attorney called four witnesses to the stand Thursday who said they have lost business and income . She had been living at 7231 Wayne Ave Apt 77, Miami, FL, 33141. We go through lists like the 10 best hydrogen fuel cell stocks to pick the next Tesla that will deliver a 10x return. Denise Norris : 23997. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. Eric Mandelblatt, who co-founded Soroban Capital Partners eight years ago, is closing his oldest fund to focus on a more concentrated portfolio of stocks, cutting assets under management by almost half. The Earthshot Prize 2022 is a global prize designed to incentivize change and help to repair our planet by awarding five winners each year for their contributions to environmentalism. Reviews. Eric Mandelblatt of Soroban Capital Partners At Insider Monkey we leave no stone unturned when looking for the next great investment idea. Access the best of Getty Images with our simple subscription plan. This years Innovation Summit featured finalists selected by the Earthshot council in addition to panelist speakers from heads of state, grassroots organizations and tech leaders. We discuss why energy and materials represent such a small share of the market today, how the global push towards . Americas +1 212 318 2000. We cover how the global push towards decarbonization could have massive impacts on the industrial economy, the supply and demand forces at work in commodities production, and why energy and materials represent such a small share of the market today. Mr. Eric Mandelblatt is a Co-Founder and serves as the Managing Partner & Chief Investment Officer at Soroban Capital. We initially share this idea in October 2018 and the stock already returned more than 150%. Lisa earned a BA from Cornell University where she met her husband, Tom McHale, an All-American Defensive End for the Big Red. 06.01.92 is his birth date. Lisa is now married. A prospective cohort of 1,288 older women diagnosed with invasive, nonmetastatic breast cancer recruited from 78 sites from 2004 to 2011 were included (1,062 had estrogen receptor-positive tumors). Aug 2022. by ; wedding venues in des moines; jacket dresses for wedding guest; Category. Send us your suggestion. Photographer: Patrick T. Fallon/Bloomberg via Getty Images, 4000 x 2667 px (13.33 x 8.89 in) - 300 dpi - 4 MB. Details about one company which is registered at this address are available to us Goliath Tackle. Fueled by the strong returns generated during the first three years of its existence, the activist hedge funds AUM jumped above $11 billion by 2017. My guest this week, Eugene Wei, has one of the most interesting backgrounds of anyone I've had on the podcast. Aspen's double moratorium goes to court, testimony begins. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. While many of my conversations focus on technology and emerging industries, Eric has deep roots in investing in the industrial economy, which made this conversation a . F-Leut/7, 1963 (LP) Folk Lyric. We still like this investment. Sea Limited (NYSE:SE) is the most popular stock in this table. Asia Pacific +65 6212 1000. 1000s of new photos added daily. Despite Joe Bidens age, raging inflation, and his dismal 45% approval level. Millions of high-quality images, video, and music options are waiting for you. For the full show notes, transcript, and links to mentioned content, check out the episode page here. peachy keen wedding planner / post crescent wedding announcements / post crescent wedding announcements c o m. * L O V E W H AT Y O U W E A R. 520-344-9310. Eric Mandelblatt last year also made modest contributions $2,500 each to the campaigns of Republican Sens. Were not really adding capacity in a big way today. Neelkanth Mishra explains how, A Former SAC PMs Advice To Traders: Sit Tight, Be Right, The Trade for 2022 Is Going to Be an Epic Rotation into Value Stocks. Keith Meister's activist hedge fund firm Corvex Management has filed an amended 13D regarding its stake in Williams Companies (WMB) jointly along with Soroban Capital's Eric Mandelblatt. Boards are the best place to save images and video clips. All Filters. At the end of the first quarter, a total of 58 of the hedge funds tracked by Insider Monkey were long this stock, a change of -2% from the fourth quarter of 2020. Find the editorial stock photo of DANIELLE MANDELBLATT ERIC CARLOS RODRIGUEZ-PASTOR GABRIELA, and more photos in the Shutterstock collection of editorial photography. Your voice filled with emotion. Contact Dr. Mandelblatt at: mandelbj@georgetown.edu. Eric Mandelblatt's largest sale order was, In total, Eric Mandelblatt has made about, Altice Usa, Inc's most recent insider trade came on September 15, 2022 by MarketFolly.com is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. Clifford Hudis, MD - None. In this article we will check out the progression of hedge fund sentiment towards Raytheon Technologies Corp (NYSE:RTX) and determine whether it is a good investment right now. secretly invested like a closet index fund), Warren Buffett would have pocketed a quarter of the 37.4% excess return. IMDb is the world's most popular and authoritative source for movie, TV and celebrity content. A STYLISH SEPTEMBER Plan ahead for your next visit to Paris, subscribe to Where Magazine : annual 12 issues 80 (France), 96 Europe, 132 (outside Europe). Tegus is the new digital hub for market intelligence. Cancer Res; Presented at the Thirty-Eighth Annual CTRC-AACR San . Evoqua did not disclose the financial terms of the deal for the former Bob Johnson . X But they loaded up on new IPO stock and Chinese ride-hailing giant Didi Global (DIDI), the latest hedge funds' 13F filings show. Become a member for free Eric Mandelblatt - Investing in the Industrial Economy - [Invest Like the Best, EP. High Low Wedding Dress With Detachable Train, 46 is Eric's age. Jarad Mondelblatt - jarad.mondelblatt Oomar Mondelblatt - oomar.mondelblatt.1 . 4 records for Eric Mandelblatt. Find Eric Mandelblatt's phone number, address, and email on Spokeo, the leading online directory for contact information. Campbell Avenue and River Road . John Andrew Arrix, Marcelo Alenjandro Ramirez Garcia-rojas, and two other persons are connected to this place. To receive these real-time alerts, you should create a free account on Insider Monkey and add Soroban (or any other fund in our database) to your follow list. EMEA +44 20 7330 7500. Trailing Fisher Asset Management was Farallon Capital, which amassed a stake valued at $369.5 million. View Eric Weins Mandelblatt results including current phone number, address, relatives, background check report, and property record with Whitepages. 1. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. In terms of the portfolio weights assigned to each position Albar Capital allocated the biggest weight to Raytheon Technologies Corp (NYSE:RTX), around 8.05% of its 13F portfolio. Steve Mandelblatt - one256 Show More . Checking your browser. For example, advertising technology one of the fastest growing industries right now, so we are checking out stock pitches like this under-the-radar adtech stock that can deliver 10x gains. Eric Mandelblatt, co-founder and chief investment officer at Soroban Capital Partners LP, arrives for the morning session of the Allen & Co. Media and Technology Conference in Sun Valley, Idaho, U.S., on Wednesday, July 10, 2019. Executive, Administrative, and Managerial Occupations is their current occupation. As an Amazon Associate I earn from qualifying purchases. They have also lived in Harvey Cedars, NJ and Charlotte, NC. The Soroban Master . While many of my conversations focus on technology and emerging industries, Eric has deep roots investing in the industrial economy, which made this conversation a fun change of pace. Eric Mandelblatt, who co-founded Soroban Capital Partners eight years ago, is closing his oldest fund to focus on a more concentrated . Eric David Mandelblatt, age 29, Westfield, NJ Background Check. Find Dr. Cohen's phone number, address, hospital affiliations and more. Dr. Gretchen Kimmick is a Oncologist in Durham, NC. Adam Mandelblatt - 191925420 Cooper Mandelblatt - 155027982 Zvika Mandelblat - 120936812 Brendt Mendelblatt - mynameisbrendt Rande Mandelblatt - almondleaf . To inquire about becoming a client, or if you have any questions about any of our products and services, please contact Sales at +1 (949) 640-8780 or follow the link below and complete our online form.. To become a client or learn more about how our service offerings can benefit you, please call our sales team at +44 (0)20 3793 7000 or follow the link . Each person will be on one of four committees branding and communications, corporate connections, philanthropy and engagement, or diversity, equity and inclusion. In 1998, Mandelblatt joined Goldman Sachs, right after graduating from the University of Florida with a BS in Accounting and a Certificate of Completion of a BA in Finance. Recently at . Lived In Charlotte NC, Denver CO. Related To Jennifer Mandelblatt, Gary . Wedding Photography: Bridal Portraits . On the other hand PetroChina Company Limited (NYSE:PTR) is the least popular one with only 8 bullish hedge fund positions. Hedge funds were rewarded for their relative bullishness. My guest today is Eric Mandelblatt, founder and CIO of Soroban Capital, a $10 billion investment firm. The stock performance is charted as cumulative percent change in share price. etsy used wedding decor; alan sugar daughter wedding; westchester wedding venues; . Eric Mandelblatt found in Westfield. In total, Eric Mandelblatt has made about 2 transactions recently at Altice Usa, Inc. MarketFolly.com is not responsible for any third party links or content. Hedge funds were also right about betting on RTX as the stock returned 15.6% since the end of Q1 (through 6/11) and outperformed the market. These groups will help guide the College into the future in their area of expertise. That year Buffetts hedge fund returned 10.4% and Buffett took only 1.1 percentage points of that as fees. Sign up. Charles Stewart who sold 31,560 units worth Eric Mandelblatt Net Worth 2022 and insider trades. Keith Meister's activist hedge fund firm Corvex Management has filed an amended 13D regarding its stake in Williams Companies (WMB) jointly along with Soroban Capital's Eric Mandelblatt. New York-based hedge fund Soroban Capital Partners co-founded by Eric Mandelblatt, Gaurav Kapadia, and Scott Friedman in 2010 manages about $10 billion in assets for clients. His investors didnt mind that he underperformed the market in 1958 because he beat the market by a large margin in 1957. These stocks gained 17.2% in 2021 through June 11th and still beat the market by 3.3 percentage points. This website is for educational and/or entertainment purposes only. On the wind and solar side, what I think investors are misunderstanding, misinterpreting, is the ramp capacity in wind and solar. Investing in the Industrial Economy Colossus (joincolossus.com). Eric is a Senior Manager at Alpha FMC who has experience in designing and implementing large scale transformation programs | Learn more about Eric Mandelblatt's work experience, education . Source: https://www.sec.gov/Archives/edgar/data/1702780/000162828021008291/a2021proxystatement.htm. Montag bis Freitag 09:00 Uhr bis 13:00 Uhr ggfs. Eric Mandelblatt is the founder and CIO of Soroban Capital. Browse Locations. Hotels In Negombo For Weddings, Warren Buffett has been investing and compounding for at least 65 years. Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes [00:03:01] - [First question] - Sorobans history and why Eric is qualified to discuss industrial and commodity sectors [00:04:37] - Overview of what their portfolio looks like today [00:05:49] - How much of the commodity exposed equity sectors are owned by hedge funds [00:08:03] - The key history points that makes industrials more interesting today [00:11:17] - Commodity cycles, what drives them, the role CAPEX plays and how this world works [00:17:38] - Thoughts on natural demand and the societal push towards decarbonization [00:22:32] - How deeply one needs to know commodities in order to hold them [00:23:57] - Big categories to explore as decarbonization becomes more accessible to consumers and the lack of nuclear investing [00:28:50] - The resurgence of industrial production in the US [00:32:21] - Rail networks writ large and if we can expect new ones in the future [00:36:17] - The market gap between rail and technology businesses [00:41:38] - Commodities and the ways they differ from railroads [00:43:47] - Comparing the differences between businesses within the commodity industry [00:46:52] - Walkthrough of Alcoas business and how things like a carbon tax might affect an individual business [00:52:55] - What is the portfolio manifestation of the fact it's impossible to forecast commodities historically [00:56:08] - His view of the world in its current state and big things that matter [01:00:25] - Thoughts on inflation as an investor in the commodity space [01:01:42] - Utopian to dystopian takes on what growth looks like for the world [01:04:28] - Juxtaposed positions in big tech against the industria, Invest Like the Best with Patrick O'Shaughnessy.