How did Worm Capital make 35-45% p.a. since the inception of the fund, Dan Crowley & Erik Markowitz?

In this interview, Eric Markowitz and Dan Crowley gave me interesting insights into the way the outperforming funds of Worm Capital are "engineered". We also discussed Tesla and Spotify. This video is supported by Stream by Mosaic. Stream offers a great transcript library. And it is getting better day by day. If you want to try it, you can do it for 21-days for free. Just go to start.mosaicrm.com to start the free trial today. With the promo code Good Investing you will also get 20% off for the first year. Here you can find the transcript: https://www.good-investing.net/2021/0... Here are the topics discussed: 0:00 Intro 1:07 How do you see Worm Capital in 5 years? 3:35 A shoutout to Stream 4:38 Value vs Growth - how Worm Capital sees it 7:51 Why Arne couldn't participate in the interview 9:30 What Dan and Eric's are doing at Worm Capital 15:28 How to filter noise and signal 18:15 What does Worm Capital's new approach mean? 23:43 What kind of companies do they like to invest in 26:39 What role does historical data play for you? 30:57 The top sectors in Worm Capital's focus 33:19 What gives you confidence? 35:53 Are you shorting in the energy sector? And also why you are shorting? 40:16 Why the effort of shorting? 41:24 What are the principles of your company? 46:36 How does your digging work? 49:55 What digging you did for the big positions for Tesla? 57:07 What else is misunderstood in Tesla? 1:03:09 Where did you get an idea to invest in Spotify? 1:06:12 What options could become real businesses at Spotify? 1:07:40 Why do you prefer Spotify instead of the music labels? 1:08:45 How much self-disruption is embedded in the DNA of Worm Capital? 1:11:17 Something to add? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #goodinvesting #teslastock #spotify More ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ⭕ My community: www.good-investing.net/plus/ 🙏🏻 Say thank you: https://www.good-investing.net/thank-... 📃 Disclaimer: https://www.good-investing.net/imprin... ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬