Invest Like the Best with Patrick O'Shaughnessy on Apple Podcasts
A Compulsive Search for the Most Interesting People with Patrick O'Shaughnessy - Compound Manual
Colossusmanual.withcompound.com
sari and added
Eugene Wei – Tech, Media, and Culture - [Invest Like the Best, EP.117]
open.spotify.com"One of the reasons I first started The Generalist was because I believe that the great epics of our era will occur in the tech sector . No other field asks – and tests – so many consequential philosophical, psychological, and societal questions so frequently. What is money? What makes something valuable? Will nations exist in the cloud? Can we hac... See more
Mario Gabriele • Generalist Capital: In Search of Epics | The Generalist
Jay Matthews added
Invest Like the Best with Patrick O'Shaughnessy on Apple Podcasts
podcasts.apple.comandrea added
Fantastic episode on thinking outside the box!
Restaurants famously have low margins, but Nick Kokonas transformed the cashflow and risk profile of his restaurants by rethinking what they were selling as performances rather than just food. This made them realize they could sell tickets instead of having people pay after the meal, which allowed them to plan ahead and cut costs, all the while increasing their margins. While I’m not personally involved in the restaurant business (in fact I almost didn’t listen to this episode because I thought the topic would be boring!), this interview was a great reminder that there is still so much opportunity to figure things out and make things better for everyone, even in an industry as old as the restaurant business.
The same idea applies to investing. The continuous goal, in my case, is a portfolio that has distinct advantages versus the market along dimensions like value, momentum, capital allocation, etc. There are no price targets, no return targets, no staking my results on a given outcome for a given company. A goalless process like this is incredibly ha
... See morePatrick O'Shaughnessy • Growth Without Goals
O’Shaughnessy Ventures is Here (EP.140)
infiniteloopspodcast.comsari added
By definition, you will likely succeed a vanishingly-small percentage of the time, but—as the saying goes—that’s a feature, not a bug. The point is to venture—fistfuls of money in hand—at the furthest extremes of capitalism, hoping to stumble upon that rare, proper intersection of technology and commerciality.By design, most investments will miss t... See more
Tom White • This Time is Different
Tom White and added
eing well-resourced and well-organized matters.
In one of my favorite essays, Choose Good Quests , Trae Stephens and Markie Wagner write about the moral imperative for founders who’ve gained experience, resources, and connections building easier companies early in their careers to use their experience, resources, and connections to tackle really ha... See more
In one of my favorite essays, Choose Good Quests , Trae Stephens and Markie Wagner write about the moral imperative for founders who’ve gained experience, resources, and connections building easier companies early in their careers to use their experience, resources, and connections to tackle really ha... See more
Packy McCormick • The Gang Captures Washington
Abie Cohen added