S-Curve Framework for Identifying Early Growth with Shawn Behnam and Gabriel Etessami, Garden Capital Management

In this episode of the Planet MicroCap Podcast, I spoke with Shawn Behnam and Gabriel Etessami, Co-Founders of Garden Capital Management, for their first-ever investing podcast appearance. We break down their S-curve framework for identifying technologies at the early stages of adoption, how they think about position sizing when the outcome is clear but the timing isn't, and why they run a…