The Minutes of Gavin Baker on philosophy https://minutesof.com/gavin-baker/on/philosophy/ Everything Gavin Baker has said on philosophy: 1 verbatim quote between November 2019 and August 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:46 +0000 Baker says growth investors must assume multiple compression and be paid on business outcomes, not valuation. https://minutesof.com/q/1d5c3f92-851f-462b-90f8-b51a5cade07f/ https://minutesof.com/q/1d5c3f92-851f-462b-90f8-b51a5cade07f/ “It's critical in growth investing to assume multiple compression. It doesn't always happen, but you want to be paid based on business outcomes and assume valuation is not part of the outcome.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 philosophy