67 min listen
Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
FromACQ2 by Acquired
ratings:
Length:
73 minutes
Released:
Jun 20, 2023
Format:
Podcast episode
Description
Every now and then, we come across super interesting and under-the-radar (at least to us!) public markets folks like NZS Capital who make us think differently about the art of investing. TDM is another one of those groups — founded 18 years ago in Australia, they’ve compounded a single, private pool of capital at a 26% IRR over nearly two decades. That’s Warren & Charlie territory!TDM recently published a memo comparing the current “post ZIRP bubble” market with what happened in the years following both the dot-com crash and the GFC in 2008. As always, past performance isn’t necessarily predictive of the future, but what happened back then surprised us and might surprise you too. More importantly, it gave us the perfect excuse to sit down with TDM cofounder Tom Cowan and share the conversation with you all. Tune in and learn alongside us!Links:
TDM’s 2023 Market Memo
The current BVP Cloud Index
Follow TDM on Twitter or LinkedIn
My First Million: https://www.mfmpod.com/
TDM’s 2023 Market Memo
The current BVP Cloud Index
Follow TDM on Twitter or LinkedIn
My First Million: https://www.mfmpod.com/
Released:
Jun 20, 2023
Format:
Podcast episode
Titles in the series (99)
Why aren't energy startups funded like software? (with Doug Rand) by ACQ2 by Acquired