buy
Mentioned 3/2/2026
Current ROI
+22.11%
Creator Profile
Capital Allocators with Ted Seides
YouTube | Stock
21,400 followers
Visit creator profileTracked since March 2, 2026
Return Since March 2, 2026
Creator Strategy+22.11%
Market Index (SPY)+10.66%
Recent Posts
Latest published research
May 1, 2026
Buy-and-Build Playbook in the Core Economy at GSP | Alex Sloane & Matt Perelman - EP.499
Alex Sloane and Matt Perelman, co-founders of Garnet Station Partners, discuss their journey from operating Burger King franchises to building a $4 billion private equity firm focused on buy-and-build strategies. They emphasize their unique partnership, disciplined approach to acquisitions, focus on operational improvements through technology, and their long-term vision for value creation.
0 tracked mentionsNo linked signals detected
March 6, 2026
Gavin Baker on AI’s Trajectory #investing #semiconductor #hedgefund
Gavin Baker discusses the long-term trajectory of AI, comparing the current phase to the early days of the internet. He highlights the foundational role of semiconductors in AI development and expresses excitement about the potential for enduring investment firms.
1 tracked mentionsNo linked signals detected
March 2, 2026
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
This episode features Gavin Baker, CIO of Atreides Management, discussing his investment philosophy centered on truth-seeking, intellectual honesty, and contrarianism. He emphasizes the importance of emotional resilience, being willing to be wrong, and a culture that rewards constructive disagreement. The conversation touches on crossover investing and its advantages, particularly in the AI space, and how portfolio construction can bridge insight and performance.
1 tracked mentions1 linked signals
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Tracked Portfolio Performance Since March 2, 2026
Total Tickers
1
Success Rate
Locked
Average Return
Locked
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