In Part 1 of this two-piece interview, Aaron walks us through his journey into a relatively young investment space and why he believes it presents the single best investment opportunity he's ever seen. He discusses the key drivers, dynamics and nuances of the industry and sets the table for our Part II interview, which will cover his highest conviction investment idea.
In Part 1 of this two-piece interview, Aaron walks us through his journey into a relatively young investment space and why he believes it presents the single best investment opportunity he's ever seen. He discusses the key drivers, dynamics and nuances of the industry and sets the table for our Part II interview, which will cover his highest conviction investment idea.