Lee Ainslie of Maverick

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.

You might like my 2017 epic release: Trend Following: How to Make a Fortune in Bull, Bear and Black Swan Markets (Fifth Edition). Revised and extended with twice as much content.