00:00 - Intro
01:28 - What led Dave to focus on growth investing
07:23 - Is being outside of Wall Street in St Louis an advantage?
10:16 - The evolution of growth investing over Dave's career
14:23 - Is it harder to find good growth investments in an expensive market?
17:10 - The characteristics of companies that sustainably dominate markets
21:11 - How Dave thinks about growth
24:11 - The challenges of using debt to finance growth
25:33 - The characteristics of strong management teams
27:48 - Valuing growth companies
29:55 - Narrowing the growth universe
34:16 - How the rise of intangible assets has changed growth investing
38:22 - How Dave views portfolio concentration
39:23 - How Dave views position sizing
45:00 - The challenge of when to sell growth companies
52:46 - Are consensus earnings estimate accurate for growth companies?
55:01 - The role of macro variables in Dave's investing process
57:11 - Comparing the current period to the 2000 dotcom bubble
01:00:05- The one lesson Dave would teach the average investor
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