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Gavin Baker

CIO, Atreides Management. This page collects 10 posts published between January 2020 and October 2020.

10 posts indexed0 in the last 30 daysVisit site ↗

Sunday, 18 October 2020

1 piece
Why category leading brick and mortar retailers are likely the biggest long term Covid…

Friday, 14 August 2020

1 piece
Investing Mistakes, Chapter 1001

Thursday, 11 June 2020

1 piece
Risk/reward in the stock market: Three Body Problems and Hic Sunt Leones.

Sunday, 10 May 2020

1 piece
Scale and Loyalty are more important online than offline, which drives much of the “winner take…

Saturday, 2 May 2020

1 piece
Investing Book List

Sunday, 22 March 2020

1 piece
Software contracts, first-lien debt and the reality that no revenue is truly recurring.

Thursday, 19 March 2020

1 piece
Viruses, Recessions, Imagination and “the End of the Beginning.”

Monday, 16 March 2020

1 piece
We are in a severe recession. What now for both companies and investors?

Thursday, 12 March 2020

1 piece
Thoughts on navigating a bear market.

Wednesday, 1 January 2020

1 piece
Investing and “The Name of the Rose”
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