Another fund with an investment philosophy that I've become more interested in. They sound so much like ARK, are big believer in TSLA and have a terrific track record. After cashing a portion of my portfolio in Jan/Feb and missing some of the run up, Ron's message about being focused on the long-term is a good reminder that no one really knows what's going to happen in the short term.
Here are the most insightful interviews I watched..
