Shawn Behnam

Investor and Founder of Garden Capital Management @GardenCapitalM
Trying to filter out the noise.

[Shawn Behnam @volcanosurfer1]

Thank you @tim_cook for being such an incredible steward of Apple. $AAPL

[Trung Phan @TrungTPhan]

Steve Jobs really pulled a reality distortion field to poach Tim Cook from Compaq (in 1998, it was worth $30B+ to Apple’s $3B).

All of Cook’s friends and advisors told him not to join almost-bankrupt Apple.

Cook says it took Jobs one meeting to convince him:

“I had gotten a call several times from the search people that [Jobs] had employed, and I kept saying no.

I was happy at Compaq — or thought I was — and they were persistent.

So, I finally thought, ‘you know, I’m going to go out and take the meeting. Steve created the whole industry that I’m in. I’d love the meeting.’ […]

All of a sudden, he’s talking about his strategy and his vision and what he was doing.

He was going 100% into consumer when everybody else in the industry had decided you couldn’t make any money in consumer. They were headed to servers and storage and the enterprise. […]

I always thought following the herd was a bad idea.

He showed me a bit of the design to get me interested [of what later would be called the iMac].

The way that he talked and the chemistry. I could tell I could work with him.

I looked at the problems Apple had and I thought ‘you know, I can make a contribution here’ and working with [Jobs would be] the privilege of a lifetime.

All of a sudden I thought, ‘I’m doing it. I’m going for it.’

You hear this voice in your ear that says, ‘Go west, young man, go west.’

[The move to Apple] didn’t make sense. And yet my gut said ‘go for it’ and I listened to my gut.

There was literally no one around me that was advising me to do it.”

In March 1998, Cook joined Apple as Senior Vice President of Worldwide Operations on a $400k base salary (and a $500k signing bonus).

He was 37. Incredible gut call.

***

Full episode here from 2014: https://t.co/l0Y9v6Cp0H

[Bobby Kraft @BobbyKKraft]

🎙️NEW PODCAST: S-Curve Framework for Identifying Early Growth with Shawn Behnam and Gabriel Etessami, Garden Capital Management [@GardenCapitalM] on the @PlanetMicroCap Podcast

We discuss:

- How they use the S-curve to find technologies before institutional consensus forms
- Why they let winners grow — even when a position becomes 20-30% of the portfolio
- Their current read on the eVTOL space and what they think the market is missing

📺Watch: https://t.co/nsXbthvkp8
🎧Listen: https://t.co/GMbxBg9JLu
📝Blog: https://t.co/jkUu423goX

[Shawn Behnam @volcanosurfer1]

@DataRepublican 100% it was earned

[Shawn Behnam @volcanosurfer1]

@spencerpratt I love our country 🇺🇸!!

[Shawn Behnam @ GCM @GardenCapitalM]

Just left the Planet Microcap Conference in Las Vegas.
Direct CEO access.
A serious investor community.
Companies building real things in corners of the market nobody is watching.

The research work starts now.

Worth every minute. Robert Kraft ran a great event.

@PlanetMicroCap

[Shawn Behnam @volcanosurfer1]

The market keeps pricing Tesla as a car company.
Buffett said you can't get a baby in one month by making 9 women pregnant.
Tesla has 9 pregnancies running at once.
The question isn't whether any single one arrives late.
It's what the nursery looks like in 2030.

[Shawn Behnam @ GCM @GardenCapitalM]

https://t.co/lGdGWpdNvJ

[Shawn Behnam @ GCM @GardenCapitalM]

https://t.co/lGdGWpdNvJ

[Shawn Behnam @volcanosurfer1]

@baseball_cards @Neat_Rips No such thing.

[Shawn Behnam @ GCM @GardenCapitalM]

Every midterm election year since 1950 has had a drawdown.

Every single one was followed by positive 12-month returns.

19 for 19.

Avg drawdown: -16.7%
Avg recovery from the low: +36.5%

We added political control to the data. Doesn't matter who's in charge. The pattern holds.

2026 is a midterm year.

These aren't crises. They're regularly scheduled sales.

[Shawn Behnam @volcanosurfer1]

@JoeTegtmeyer Definitely Model Y L

[Shawn Behnam @volcanosurfer1]

Why do people still pay attention to that clown at muddy Waters?

[Tannor Manson @Futurenvesting]

New short report on $SOFI called them the modern-day Enron. LOL

SoFi CEO Anthony Noto says thank you for the dip opportunity and bought more!

28,900 shares @ $17.32 (only possible after the short report), totalling a $500k purchase!

[Tannor Manson @Futurenvesting]

New short report on $SOFI called them the modern-day Enron. LOL

SoFi CEO Anthony Noto says thank you for the dip opportunity and bought more!

28,900 shares @ $17.32 (only possible after the short report), totalling a $500k purchase!

[Shawn Behnam @volcanosurfer1]

@SterlingDeskFX @StockMKTNewz What does this mean?

[Shawn Behnam @volcanosurfer1]

@CernBasher @ShockedN Have you considered that Tesla may take a few points for every ride hail?

[Shawn Behnam @volcanosurfer1]

😂 😂

[Shawn Behnam @volcanosurfer1]

@aakashgupta If rose mainly because there’s a super storm, that’s about to hit the United States.

[Shawn Behnam @volcanosurfer1]

@whatexchange He invested what he knows, there’s nothing wrong with that

[Shawn Behnam @volcanosurfer1]

@RayDalio You must be bored for the lack of trading today

[Shawn Behnam @volcanosurfer1]

@oguzerkan This is what happens when there no trading for the day. Everyone is freaking bored.

[Shawn Behnam @volcanosurfer1]

@greg_price11 I wish the republicans can move at this speed.