Episode 114: Anirban Mahanti Talks Cloud Adoption and “Capitalism Without Capital”
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Debrief
This week we had the pleasure of talking with Anirban Mahanti, a lead advisor at 7investing. Anirban is what I would describe as an expert in many technical fields, including the cloud and various parts of the IT industry. You can see why the 7investing team was so excited to bring him on board when listening to the show. I think I learned 10 new things about cloud and IT infrastructure during our discussion (although I wouldn’t say I’m very knowledgeable about the subject). Seriously though, if you like cutting-edge growth investing and/or are interested in the cloud, this is a must-listen.
In the second half of the show we discussed durability vs. moats, Hindenburg’s new SPAC victim, Berkshire Hathaway breaking the circuits, and much more.
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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.