This is Kelly Granat.

The Co-CIO at Lone Pine Capital, one of the most storied and successful hedge funds in history.

She just sat down today with ILTB and revealed how to pick stocks and lead an investment firm. Here are 7 key insights:

1) What Every Great Business Has in Common

2) Lone Pine’s Biggest Investing Mistake & How They Fixed It

3) The Short-Termism Epidemic

4) Strategies & Opinions on AI

5) Finding Value Beyond Tech

6) Balancing Fundamental & Macro Awareness

7) The Investing Mindset That Separates the Best from the Rest

A (Long) Thread