Is It A Good Time to Be a Stock Picker? Eric Markowitz and Dan Crowley at Worm Capital




Valuewalk's ValueTalks show

Summary: Hello Podcast listeners, Today is a very special episode with Eric Markowitz, Director of Research, and Dan Crowley, Director of Portfolio Management, at Worm Capital. Worm Capital was found by Arne Alsin who is the Portfolio Manager and CIO. Before joining Worm Capital, Eric, worked as an Investigative Business Journalist with bylines in the New Yorker, Newsweek, Inc. International Business Times, and more. He earned his Bachelor’s in Journalism from New York University. Prior to joining Worm Capital, Dan was Vice President at Alsin Capital. He also worked as a research analyst at Gupta Wealth Management and was an Associate at Merrill Lynch. He earned his Master of Science in Investment Management at Boston University and his Bachelor of Arts in Molecular Cellular and Developmental Biology from the University of Colorado. In today’s episode we discuss their approach at Worm Capital and where they find opportunities. I encourage everyone to check out their investors letters and interviews at WormCapital.com. Enjoy and thanks for the listen!