Lessons from Julian Robertson

Julian Robertson, founder of Tiger Management, paired deep fundamental analysis with bold conviction and a disciplined long-short strategy. His enduring influence also ran through mentorship, as the investors known as the Tiger Cubs carried his approach forward.

Lessons from Peter Fenton

Peter Fenton, a Benchmark general partner known for early investments in Twitter, Yelp, and Zendesk, brings experience to venture capital and entrepreneurship. His perspective centers on how investors can recognize and help build companies with lasting impact.

Lessons from Andreas Halvorsen

Andreas Halvorsen, co-founder of Viking Global Investors and a Tiger Cub mentored by Julian Robertson, represents a disciplined, research-intensive approach to investing. His low public profile makes the firm’s enduring principles especially central to understanding his strategy.

Lessons from Stephen Mandel

Stephen Mandel, founder of Lone Pine Capital and a Tiger Cub trained under Julian Robertson, combines discipline with adaptability in investing. His limited public commentary puts unusual weight on occasional interviews and his firm’s documented principles.

Lessons from David Shaw

David E. Shaw, founder of quantitative investment firm D. E. Shaw & Co., stands at the intersection of finance and science. His rare public commentary makes the firm’s foundational principles and his career trajectory key to understanding his market perspective.

Lessons from Michael Truell

Michael Truell frames Cursor as an attempt to make AI foundational to software creation, ultimately replacing code with clearer representations of intent. The operating imperative is continuous product leadership, because traditional moats alone cannot secure that future.

Lessons from Anton Osika

Anton Osika, co-founder and CEO of Lovable, examines product development, company building, and artificial intelligence. His central question reaches beyond tools: how will AI change the way software is created and expand who is able to create it?

Lessons from Jeff Yan of Hyperliquid

Jeff Yan, founder of Hyperliquid, built a decentralized exchange through a contrarian approach in cryptocurrency. His emphasis on user value over venture capital raises a strategic question about how funding choices shape products, incentives, and independence.

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