Evidence receipt / evaluation
Published · transcript-backedGaurav Kapadia: evaluation
10 Dec 2025 Conversations with Tyler Gaurav Kapadia on New York City, Investing, and Contemporary Art
“If you think about our holding period plus how few positions we own, we’re only adding one or two or three ideas in the corpus every year or so.”
Source trail
Everything needed to verify it.
- Speaker
- Gaurav Kapadia
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 10 Dec 2025
- Publisher
- Conversations with Tyler
Transcript context
…Because you don’t know enough about the topic or the sector. Or we get distracted, or things are busy. There’re lots of reasons why. Remember, as I mentioned, we only own 10 to 15 public positions at a given time. We own even fewer private positions at a given time, so the bar is extremely high. If you think about our holding period plus how few positions we own, we’re only adding one or two or three ideas in the corpus every year or so. So, we keep a super high bar, which I think is really important in investing, but then you can’t have FOMO about the things that you missed. We’re never going to get everything right. We just have to make sure the things that we get are right. In the tech world, one hears all the time about founder energy or the founder mode. Does that apply to investing companies?…
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