Mala Gaonkar

Mala Gaonkar, founder of SurgoCap Partners and former partner at Lone Pine Capital, dives into the art of identifying businesses with strong competitive advantages. She discusses the disruptive potential of old technologies and her unique approach of maintaining a small investment team to enhance collaboration. Candid stories reveal lessons learned from shorting Nokia and the early sale of NVIDIA. Additionally, she reflects on balancing a thriving career with creative writing and philanthropy, showcasing how curiosity and systemic thinking drive her success.

Mala Gaonkar, founder of SurgoCap Partners and a former partner at Lone Pine Capital, shares her insights on identifying great businesses with durable competitive advantages. She discusses the impact of old technologies on new disruptions and how AI is revolutionizing healthcare. Mala emphasizes the importance of a focused investment strategy, including the use of data science to mitigate cognitive biases. She also reflects on the emotional challenges of shorting stocks and the need for diversity in the investment field.