Ho Nam - Lessons in Venturing Differently - [Art of Investing, REPLAY]

This podcast episode explores the importance of compounding, hard work, curiosity, relationships, and patience in achieving success, particularly in the field of venture capital. The speaker shares personal anecdotes and lessons learned from their immigrant experience, education, early career, and the formation of Altos Venture. They discuss the power of small actions and long-term thinking, the significance of building quality businesses and networks, and the value of curiosity, risk-taking, and recognizing potential in investments. The conversation also touches on the hedgehog concept, the nature of venture capital portfolios, deep value investing, capital and resource allocation, and the role of conviction and self-discovery in entrepreneurship. Ultimately, the episode encourages listeners to follow their passion, think independently, and embrace the unknowns on their journey to success.