George Mikulakis

Founder & CIO, Gladstone Capital Management · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorfounderathlete

George Michelakis founded London-based long/short equity hedge fund Gladstone Capital Management and manages its flagship Lasker Fund. Previously an investor at Lansdowne Partners, he was formerly one of South Africa's top chess players, winning the 1993 South African National Championship and earning the International Master title.

25statements → 1claims → 0claims resolved → 3.72/5average certainty → 2.36/5average debate potential → ≈4.5/5argument clarity, estimated → 2said about them ↓

1 not checkable as stated how the 1 claim stands · each chip opens the sources

1 prediction · 7 opinions · 11 insights · 6 disclosures · every statement was checked. The prediction and assertions are the 1 claim: statements the public record can support or contradict. 0 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how George argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of George Mikulakis on measured tape to publish a rate. This says nothing about how they speak.

Everything George Mikulakis said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Michelakis: Gladstone runs 60 shorts averaging just over one percent each
“Today, we're running 60 shorts. The average size is just over one percent each.”
George Mikulakis Jan 15, 2024 ▶ 37:51 George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)

The other half of the tape: George Mikulakis's own voice is left out of every number here. Other people bring the name up 2 times in 2 episodes on Capital Allocators. every mention, with the transcript →

Who brings them up most Ted Seides 2

Every mention by year

tap a year for its mentions
0011222024episodesmentions
0122024episodes it came up in
000.51122024episodesmentions per episode
2024 2 mentions in 2 episodes 1 per episode

Appearances (1)

EpisodeDateSpeaking time
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362) Jan 15, 2024 35m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.