The Fort podcast

#389 - Imran Khan - Founder @ Proem Asset Mgmt - Investing In The Fourth Industrial Revolution

2025-06-24
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55:24
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Imran Khan is the Founder at Proem Asset Management. In this episode we explore the arc of his remarkable career—from his early days as one of Wall Street’s top-ranked analysts to leading global IPOs and eventually launching his own hedge fund.  We discuss: - Why gross margins are a critical indicator of fundamental shifts in a business - How he met Joe Tsai and helped lead Alibaba’s record-setting IPO - The vision Evan Spiegel had that made Snap a generational product - His criteria for identifying high-quality public companies and warning signs to avoid - How private market hype has skewed investor incentives—and why that might be changing Links: Proem Asset Management - https://www.proemasset.com/ Imran on LinkedIn - https://www.linkedin.com/in/dotkhan/ Imran on X - https://x.com/dottkhan Support our Sponsors: Ramp: https://ramp.com/fort Vesto: https://www.vesto.com/fort BetterPitch: https://bit.ly/42d9L0I Topics: (00:00:00) - Intro (00:03:17) - Becoming a great research analyst (00:06:44) - The difficulty in controlling gross margins (00:08:25) - How to research companies to invest in (00:12:53) - Are there similarities today in technology to the 2001 tech bubble? (00:17:11) - The state of AI investing (00:20:04) - The America/China AI race (00:23:26) - Imran’s experience with Alibaba (00:26:26) - The state of China’s inevitability (00:31:11) - Imran’s experience working at Snap (00:39:09) - Leaving Snap (00:40:26) - Imran’s fund structure (00:43:00) - Being drawn to bias (00:45:05) - Mercenaries vs. missionaries (00:47:07) - The market likes to fool the greatest number of people (00:50:18) - The pendulum of private and public market investing Chris on Social Media: The Fort Podcast on Twitter/X: https://x.com/theFORTpodcast Instagram: https://www.instagram.com/thefortpodcast LinkedIn: https://bit.ly/45gIkFd Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO

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