Capital Compounders Podcast

Last month I was interviewed on the Capital Compounders Show hosted by Robin Speziale.

In this conversation, Robin and I discussed our investment philosophy centered on ambitious, growth-oriented companies, as well as my personal journey from sports to investing, the challenges faced in launching Optimist, and the importance of unit economics in evaluating businesses.

The discussion also covers specific companies like Carvana, Uber, DoorDash, HelloFresh, Wayfair, Latham Group, and the unique business model of ThredUp.

Click the link below to listen to the full interview.