All holdings
Addepar
privateProvides wealth management technology and data aggregation platforms for financial advisors and institutions.addepar.com ↗
1 take · first discussed Dec 7, 2024
Net conviction
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Who's weighed in
G
Takes
1
First discussed
Dec 7, 2024
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Where they stand now
The discussion
The only view provided comes from guest Joe Lonsdale, who holds a mildly bullish but low-conviction stance on Addepar. He points to the platform crossing $7 trillion in assets under management as a sign of genuine business momentum, describing it as a "good real company." No other hosts weighed in, so there is no agreement or disagreement to note across the panel.
How they got there
GGuests1 take since Dec 7, 2024
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.