Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital

In this episode of The Synopsis we interview Dimitry of Babylon Capital on a variety of investing topics from portfolio concentration to how he identified Palantir early.

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Show Notes

(0:00)  — Dimitry's Investment Philosophy

(8:14)  — What is a Quality Business?

(10:36)  — Dimitry's Palantir Investment Thesis

(22:45)  — How Do You Gain Confidence in High Growth Assumptions?