
Mala Gaonkar, founder of SurgoCap, discusses her investment strategies, emphasizing the identification of businesses with long-duration moats and the integration of technology across various sectors. She highlights the importance of a small, collaborative team to foster creative idea generation and counteracting biases through data-driven approaches. Gaonkar shares insights on AI's counterintuitive benefits in medical technologies, such as improving the accuracy and speed of medical imaging and robotic surgery. She also touches on the significance of thematic exposure and systemic thinking, drawing from her experiences at Lone Pine, including mistakes made while shorting Nokia and lessons learned from NVIDIA's market dynamics.
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