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How I Invest Podcast

$3.6B Investor on Relationships, Contrarian Bets & Compounding

Jul 31, 2026 · 0:58:45
AI Summary
  • Rick Heitzmann discusses identifying high-growth tech-enabled business services.
  • Sectors like data infrastructure and marketing tech offer outsized opportunities.
  • Enduring enterprise businesses are built by solving mission-critical problems.

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