We’re continuing Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance.Today we’re joined by Anshu Sharma, portfolio manager and co-founder of Loftus Peak, to unpack how a pure-play disruption investor thinks about Nvidia, AI, semiconductors, GLP-1 drugs and more.In this episode:<ul><li>How Loftus Peak finds long-term structural trends (and filters out short-term hype)</li><li>Which trends are still early in their disruption lifecycle</li><li>The process edge: building a 3–5 year view, strict valuation discipline and knowing when to walk away</li></ul>———Want to get involved in the podcast? Record a&nbsp;<a href="https://tinyurl.com/4uw5f58j" rel="noopener noreferrer" target="_blank">voice note</a>&nbsp;or&nbsp;<a href="https://tinyurl.com/2hyfsrw7" rel="noopener noreferrer" target="_blank">send us a message</a>&nbsp;And come and join the conversation in the Equity Mates&nbsp;<a href="https://www.facebook.com/groups/equitymates/" rel="noopener noreferrer" target="_blank">Facebook Discussion Group</a>———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing –&nbsp;<a href="https://linktr.ee/equitymates" rel="noopener noreferrer" target="_blank">we’ve got you covered</a>.Keep up with the news moving markets with our&nbsp;<a href="https://tinyurl.com/2saau2ky" rel="noopener noreferrer" target="_blank">daily newsletter</a>&nbsp;and podcast (<a href="https://tinyurl.com/yxm3mm2c" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/299dedpd" rel="noopener noreferrer" target="_blank">Spotify</a>)We’re particularly excited to share our latest show: Basis Points<ul><li>Listen to the podcast (<a href="https://tinyurl.com/2zmumf7v" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/mr4x8tae" rel="noopener noreferrer" target="_blank">Spotify</a>)</li><li>Watch on&nbsp;<a href="https://tinyurl.com/yc596wem" rel="noopener noreferrer" target="_blank">YouTube</a></li><li>Read the&nbsp;<a href="https://basispoints.beehiiv.com/" rel="noopener noreferrer" target="_blank">monthly email</a></li></ul>———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;———Equity Mates Investing is a product of Equity Mates Media.&nbsp;This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;Equity Mates Media operates under Australian Financial Services Licence 540697.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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