Ho Nam, every mention

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every year anyone Ben Gilbert 3David Rosenthal 1Brinton Johns 1

Verbatim, from the transcripts: the passages where Ho Nam comes up

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Mars Inc. - The Chocolate Story (Audio) · Acquired Dec 16, 2024 · 1 mention

  • ▶ 3:08:36 Ben Gilbert And I think this is very similar to the idea that Ho Nam shared with us way back in our twenty-twenty-one episode.

The Playbook: Lessons from 200+ Company Stories · Acquired Jun 20, 2022 · 1 mention

  • ▶ 43:46 David Rosenthal Yes, and this is from our friends over at Altos Ventures, and in particular Ho Nam, uh, and he makes this great point, he actually just remade it on Twitter the other day, which is,

Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired Nov 3, 2021 · 3 mentions

  • ▶ 6:24 Ben Gilbert All right, well, listeners, we initially thought that this was going to be purely a semiconductor's follow-up, but we decided after digging in further with Britton and John that we want to introduce you to NZS Capital, their investing…
  • ▶ 1:49:02 Ben Gilbert And it reminds me a lot of, uh, when we did the Altos episode with, with Ho Nam.
  • ▶ 1:50:32 Brinton Johns So when I think back about Ho talking about Roblox, um, he was effectively saying,
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