Rise of the Gigafirm: What will be the next trillion-dollar tech company?
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Exclusive Panel Discussion with Industry Titans: Antonio Gracias, Gavin Baker, & Bill Gurley!
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Gavin Baker on AI platform shift, upside vs downside, extinction risk, Nvidia outlook & more
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Gavin Baker – The Cyclone Under the Surface
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Gavin Baker on Investing in Omnichannel Retailers at Sohn Hearts and Minds Australia November 2020
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Gavin Baker: There is no precedent, no playbook for these business models in a high inflation environment
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Gavin Baker: Semiconductors Are the Closest Thing to Magic
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Gavin Baker: The One Thing That Matters Is Inflation
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Gavin Baker on Koyfin’s “Investing Wizards” series
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AI Tailwind For Semiconductors (Gavin Baker) – Investing Wizards
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Gavin Baker’s Discussion with Columbia Student Investment Management Association
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Gavin Baker – Investing Through a Bear Market
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Gavin Baker – Investing Through a Bear Market
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Audio-First #10: The Metaverse, Apple M&A, and Quarantine Diversions
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Gavin Baker – Tech and Consumer Growth Investing
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Gavin Baker – Tech and Consumer Growth Investing
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