“We've always been focused on what we call diversification by design. Diversified by geography, by sector, by vintage, by number of investments.”
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Said on Closing Bell
“Supply is measurable, but demand is storytelling… if I see disciplined supply curtailment… I increase my odds of a better investment outcome.”
Django Davidson · The Master Investor Podcast with Wilfred Frost · How to Profit When Cycles Turn - Django Davidson on Capital Cycle Investing
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What was described
Invest in sectors where supply is constrained (e.g., semiconductors, copper mines, shipping) rather than focusing on demand forecasts
Said nearby on the same subject
“We rather think it's useful to instead use the direct carbon prices that sectors are subject to rather than just using a blanket shallow carbon price.”
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Said on Switched On
“We’re very focused on the latter rather than focusing on things that we think are going to be very commoditized … multimodal representations”
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Said on The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)
“I use Dart's multi-sided business framework as one of the core process pieces in business… all businesses are demand constrained”
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Said on Work For Humans
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