Trey Lockerbie chats with Dev Kantesaria. Dev is the Managing Partner of Valley Forge Capital Management, which currently has $2.7 billion in assets. Dev holds an undergrad from MIT and was top of his class at Harvard Medical School before pivoting and going into venture instead of medicine 14 years ago. Dev is also a big Buffett and Munger fan and follows their principles closely.
IN THIS EPISODE, YOU'LL LEARN:
17:27 - How to invest through recessions.
19:23 - Why Dev no longer invests in Biotech after he spent 18 years in Biotech Ventures.
48:21 - The value of running a highly concentrated portfolio.
And a whole lot more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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Valley Forge Capital Management's Website.
CNBC Buffett resources' Website.
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