Aaron Chan
Person
Aaron Chan is the founder and managing partner of Recurve Capital, an investment firm. He is known for analyzing individual companies and investment opportunities, including Cogent Communications and Carvana.
2 episodes featuring Aaron Chan
The Big Picture
Baseball movies turn a long season into myth and memory
The draft reveals why baseball remains unusually fertile cinematic material, even as analytics, changing media habits, and modern baseball complicate its cultural reach.
Sep 30, 2026 · 1h 45m
Yet Another Value Podcast
Higher rates test AI infrastructure and investor discipline
The episode connects interest-rate sensitivity, financing risk, and management capital allocation to the harder question of identifying durable compounders.
Aug 27, 2026 · 27 min