Invest Like the Best with Patrick O'Shaughnessy on Apple Podcasts

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

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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

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