Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, Replay] – Invest Like the Best with Patrick O'Shaughnessy

Bullish:

$SAAS BUSINESSES - Highlighting the value and potential of SaaS businesses.
$ATLASSIAN - Admiration for Atlassian's business model and growth strategy.
$GITHUB - Admiration for GitHub's business model and growth strategy.
$CONSTELLATION SOFTWARE - Recognition of Constellation Software's pioneering role in its industry.
$BERKSHIRE HATHAWAY - Admiration for Berkshire Hathaway's long-term investment strategy.
$FANG STOCKS - Acknowledgment of the success of investing in FANG stocks during the 2010s.
$SHOPIFY - Recognition of Shopify's impact on the Canadian tech landscape.
$DEEPMIND - Highlighting the challenges and eventual success of DeepMind.
$WORKDAY - Mention of Workday's acquisition of a startup.
$STRIPE - Comparison of Stripe's simplicity to larger, more complex companies.
$LAZARD - Admiration for the business model of old school merchant banks like Lazard.
$ALLEN & CO - Admiration for the business model of old school merchant banks like Allen & Co.