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In this conversation, Sheldon and Jackson Inwentash discuss their journey in the investment world, focusing on the evolution from Pinetree Capital to ThreeD Capital. Sheldon and Jakson explore various megatrends, including health tech, blockchain, AI, and hydrogen technology, while emphasizing the importance of psychology in investing. The discussion also touches on the challenges of investor expectations and the future outlook for the Canadian venture capital market.
KEY TAKEAWAYS:
- Sheldon made a significant donation to U of T
- Psychology is crucial in understanding investment dynamics
- Pinetree Capital had multiple billion-dollar exits
- The investment landscape is cyclical and unpredictable
- Blockchain technology has vast applications beyond Bitcoin
- Hydrogen technology is emerging as a key investment area
- AI is a rapidly evolving field with significant potential
- Investing in longevity biotech is becoming increasingly viable
- Investor expectations often clash with the realities of investment timelines
Ownership Disclosure: ThreeD Capital ($IDK) - No, Pinetree Capital ($PNP) - Yes
#CapitalCompoundersShow #investing #stocks
________________________________________________
CHAPTERS:
00:00 Introduction to Pinetree Capital and ThreeD Capital
05:18 Early 2000s Commodities Supercycle
09:22 Transitioning to ThreeD Capital and Investing in New Megatrends
33:58 Investment Strategies in Private vs. Public Companies
36:36 Evolving Investment Philosophy
38:31 Biotech and Longevity Investments
41:24 Investment Outcomes and Market Challenges
45:56 2025 Market Predictions
50:07 Reflections on a Successful Career in Venture Capital
52:18 Outro
________________________________________________
GET IN TOUCH:
āļø For business inquires, please use this email: r.speziale@gmail.com
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***
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