Arne Alsin is the founder and Portfolio Manager of Worm Capital. With over 25 years of investment management experience, Arne’s primary goal as an equity-oriented portfolio manager is to help his clients build their wealth, grow their assets, and mitigate against unforeseen
17,557 viewsMay 22, 2020
We Think Spotify Should Be A $500 Stock. Here’s Why.
In our opinion, Spotify could become the Google of audio—but Wall Street has been slow to see this disruption coming. We think the stock is severely undervalued.
4,878 viewsApr 24, 2020
Stock Buybacks Made Corporations Vulnerable. Then The Coronavirus Struck.
Evident to us, but perhaps less so to our competitors in the investment community, was a multi-year run of corporate misbehavior that left balance sheets weak at dozens of large-cap American securities.
1,683 viewsJan 23, 2019
Worm Capital Q&A With Clayton Christensen On Innovation -- And His New Book "The Prosperity Paradox"
We asked Professor Clayton Christensen 10 questions about his newest book—and his thoughts about disruptive innovation and the future.
Nov 8, 2018
Brick And Mortar Retail: A Case Study In Disruption Or A Self-Inflicted Wound?
Department stores are struggling. Whose fault is it?
Aug 30, 2018
Too Many Corporations Act For The Short-Term. That Should Change
How institutional investors, pension funds—and even Worm Capital—can push for more long-term thinking in corporate America.