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Complexity as investment thesis

Discussed in 1 analyzed podcast episode across 1 show

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How I Invest with David Weisburd

Episodes

How I Invest with David Weisburd

How I Invest with David Weisburd · May 13, 2026

E368: Sovereign 2.0: How Mubadala Capital Is Reinventing the $430B Playbook w/CIO Oscar Fahlgren

Large-ticket private equity deals ($10B+)Continuation vehicles and long-term holds GP partnership and minority stake models Evergreen capital structures DPI vs. long-term compounding metrics