))
How To Build A Billion Dollar Hedge Fund From Scratch | Dan Rasmussen
Manage episode 457271274 series 3627237
Inhalt bereitgestellt von Jack Farley. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Jack Farley oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Dan Rasmussen has built his firm Verdad Capital into a billion-dollar asset manager on the back of one core activity, producing high quality research. Since Verdad’s inception in 2014, they have produced almost 500 pieces of research that they publish on their website weekly and distribute both on Twitter and to their large email list of readers. This research serves two functions. It’s both the backbone of the strategies employed at this highly quantitative firm, and a point of connection with existing and potential investors. In this interview with Max Wiethe, Rasmussen discusses how he’s used research to showcase his authentic self and build an audience that provides enumerable benefits. They also discuss the compliance process for publishing research, how he has built out his team and Verdad’s internship program, and why he takes a more SaaS approach to product market fit.
Follow Other People’s Money on:
Apple Podcast https://bit.ly/4e7QJ1M
Spotify https://bit.ly/3Yhaazi
YouTube https://bit.ly/3C63VXR
Follow Dan Rasmussen on Twitter: https://x.com/verdadcap
Follow Max Wiethe on Twitter: https://x.com/maxwiethe
Timestamps:
00:00 Intro
03:43 The Value of Research and Verdad’s First Big Thesis
10:27 The SaaS Approach Product Market Fit
20:26 Investing in Human Capital
24:21 The Research and Publishing Process
28:41 Research as Brand Building
33:06 Compliance and Misconceptions About Public Statements
41:35 Authenticity and Investor Archetypes
46:07 Making Mistakes
49:45 Being Early on PE
43 Episoden
Teilen
