“Conviction is great. Opinions are really bad, because opinions will really screw you up.” – Eric Markowitz
Eric Markowitz (@EricMarkowitz) is Director of Research of Worm Capital, an investment firm focused on technology innovation and disruption. He worked as an award-winning investigative business journalist with bylines in Inc., The New Yorker, and Newsweek magazine before joining Worm Capital in 2016.
For more, explore the transcript of this episode.
Topics discussed with Eric Markowitz
- 00:02:45 – The path from journalism to investing
- 00:09:47 – Worm’s two-step research process
- 00:19:48 – Behavioral advantages with Worm’s research
- 00:23:44 – Robots and the future
- 00:26:54 – Recommended books
Eric Markowitz Resources
- NYU
- Inc
- Box
- Aaron Levie
- Rick Smith
- TASER
- Dan Crowley
- Etsy
- Kickstarter
- Arne Alsin
- Jane Goodall
- Elon Musk
- Gecko Robotics
Books Recommended in This Episode
- Principles: Life and Work by Ray Dalio
- One Hundred One Years on Wall Street: An Investor's Almanac by John Dennis Brown
- The Alchemy of Finance by George Soros
- Up in the Old Hotel by Joseph Mitchell