Atreides Management, led by Gavin Baker, was featured due to its place as one of a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 86 percentage points since March 2017.
Gavin Baker shares his thoughts on current inflation predictions and how this can affect financial markets. He also discusses how rising prices can impact the tech sector and new developments in the semiconductor industry.
Sharpe Angle invited Gavin Baker to speak about the success of Atreides Management in 2021, his thoughts on SPACs and much more.
Gavin Baker of Atreides Management is quoted in this article speaking about his experience and success investing in Tesla since the early 2010s. He claims that despite promising presentations and proposals, competitors for Tesla’s market share will have difficulty matching Tesla’s rate of growth—or its supersede its high-quality.
The question was raised in a provocative essay by Boston fund manager Gavin Baker of Atreides Management. Baker argues that the market may be overstating just how insulated software companies are from the economic fallout of coronavirus...But Baker worries there will be “a lot of economic hardship and bankruptcies. Regardless of how long this economic hard stop lasts, I don’t believe anyone — investor or executive — underwrote the scenario we are living through.”
