E18: Tiger Global, Selling Alpha, and Dating Apps


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Mar 07 2024 62 mins   21

On this week's episode of The Riff, Erik and Byrne discuss lessons about Tiger Global from Carrie Sun’s book Private Equity, the role of alternative data in investing, and why it’s hard to make a good dating app.

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The Riff is a part of the Turpentine podcast network. Learn more: turpentine.co

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Check out Erik's new show Request for Startups featuring a rotating cast of founders and investors sharing their requests for startups they want to exist in the world, and also their stories of navigating the idea maze in different sectors so founders don’t have to reinvent the wheel anymore.

Watch and Subscribe on Substack: Request for Startups

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We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.

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LINKS:

Byrne’s writing: thediff.co

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X / TWITTER:

@eriktorenberg (Erik)

@byrnehobart (Byrne)

@turpentinemedia (Turpentine)

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TIMESTAMPS:

(00:00 ) Intro

(00:27 ) What makes Tiger Global tick?

(03:36 ) Assistants make the world go round

(08:02 ) The evolution of executive roles

(13:15 ) Sponsor - Brave

(14:17 ) Scaling deals and the Tiger strategy

(24:13 ) On outsourcing knowledge retrieval

(26:05 ) Leveraging alternative data in investment

(34:13 ) The intersection of journalism and investment

(37:53 ) Research in investment decisions

(47:48 ) Data companies for private markets

(55:11 ) Complexities of the dating app market

(1:02:13 ) Wrap

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For guest or sponsorship inquiries please contact [email protected]



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theriffpodcast.substack.com