Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes
Jeff Horing has never done an interview like this because he’s too busy investing at Insight Partners.
Despite having built a $100B investment firm, he feels like he’s as in the weeds as he was during the firm's early days. As he said, “My schedule is dictated by 24-year-olds.”
Insight does... See more
Patrick OShaughnessyx.comThe better the investor, the simpler the questions. When I started, I was obsessed with jargon, complex questions and spreadsheets. Now I ask things like “what does it do?”, “why do people buy it?”, and “why are you selling?”. And I never do more math than I can fit on a napkin.
Jeremy Giffontwitter.comSat down with @eladgil — entrepreneur, investor and future-forward optimist.
We spoke about blank slates, declining institutions, optimism, investing versus operating, the deferral of adulthood, the deterioration of speed, defense tech, human capital flows, and what happens when AI exports French... See more
Alex LaBossierex.com