Lee Ainslie of Maverick Capital in a recent interview (PDF).
Q: What makes you say, “Yes, we want to invest” or “No, we don’t”?
Ainslie: First and foremost, we’re trying to understand the business. How sustainable is growth?…
Ainslie has made a ton of money. Can’t argue with that. His view of the markets, however, is much different than trend following.