[00:10:25] - Getting to awareness and attention and interest in a product Patrick O'Shaughnessy, Attorney & Legal Analyst, joined The Janssen Law Center in 1994 after graduating Summa Cum Laude from Bradley University. With DocSend’s security and control, startup founders, investors, business development executives, and financial professionals can drive business outcomes that have a lasting impact. Learn More 25:43 – How markets are faring in these special circumstances (2:35) – (First question) – The launch of the new Shopify shop app I hope you enjoy our conversation. For more episodes go to InvestorFieldGuide.com/podcast. SCOTT E. UMLAND. If you’re an individual investor, research analyst, portfolio manager, or financial advisor, you should definitely check them out. ----- For more episodes go to InvestorFieldGuide.com/podcast. (15:30) - The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success Today, he’s the CEO of iHeartMedia, the country’s largest operator of radio stations and podcasts. Praise for Concentrated Investing "This is more than a book...it is a detailed compendium of the life and temperament of the greatest concentrated investors...the Simpson and Keynes stories are terrific testimonies to both their practice ... This episode of Invest Like The Best is also sponsored by Assure. (6:21) – Major markers he analyzes in new social networks In a report released today, Patrick O'Shaughnessy from Raymond James maintained a Hold rating on SEI Investments Company (SEIC - Research Report).The company's shares closed last Friday at $61.81. MANAGING DIRECTOR (More than 10% but less than 25%) JOHN SMITH. (1:11:10) – First memory when he felt like he was participating in the tech economy (6:25) – Impactive’s strategy vs the stereotype of the activist investor Please enjoy our conversation. Charles Worth Millard, Chief Warrant Officer, Killed In Vietnam In 1968 - Returned Home In 2004 - PH . [00:03:15] – [First question] – What the internet felt like when he first started building Wordpress Mr. Attrickie received a graduate. Tegus has built the most extensive primary information platform available for investors. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Microsoft for Startups is a global program dedicated to helping “enterprise-ready” B2B startups successfully scale their companies. Bottomless is offering one month and your second bag of coffee for free at bottomless.com/patrick. Show Notes (53:32) – Best practices and ways to disrupt hiring If you’re an individual investor, research analyst, portfolio manager, or financial advisor, you should definitely check them out. (10:21) – Delivering information to consumers Today, WordPress powers 40% of all the websites in the world. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Rahul is the Founder & CEO of Superhuman, an extremely popular product for managing email. This episode of Invest Like The Best is sponsored by Canalyst. 2:07 – (First question) – How Kingsway was conceived, their focus on frontier emerging markets, and his career path Show Notes For more episodes go to InvestorFieldGuide.com/podcast. [00:27:11] - The finance side of shipping (45:37) – Infrastructure opportunities that need to be built [00:54:56] - Kindest thing anyone has done for him, My guest today is Jeremy Grantham. Follow Patrick on Twitter at @patrick_oshag [00:6:12] – Why Software Is Eating The World Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. (43:03) – Margins and business factors of his business (52:542) – Kindest thing anyone has done for John 58:17 – Kindest thing anyone has done for him (29:34) – How to be an effective leader Follow Patrick on Twitter at @patrick_oshag, My guest today is Rory Sutherland. Found inside – Page 1An approach that values resiliency over rigidity and elegant simplicity over synthetic complexity. This is the true nature of investing. ----- Listeners will also enjoy when Michael traps me big time in my thinking about AirBnb and his framework for great problems to solve. (32:16) – Transfer Learning (55:45) – What bothers him the most when hiring I discovered Koyfin earlier this year when I asked twitter for the best Bloomberg alternative, and the overwhelming winner was an intriguing new product called Koyfin. Canalyst is the leading destination for public company data and analysis. We also discuss how First Round has bucked the trend to build what I’d call a platform adjacent to the core investing business which does a lot for their entrepreneurs and is a model for other professional investing firms, both in venture and elsewhere. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. (10:15) – Most important lessons from his entrepreneurial career and building from just an idea [00:03:42] – [First question] – Key components of the food management business [00:21:03] – Why they offer such high returns to franchise owners [3:34] – How it was instilled into him Start for free at www.docsend.com. [01:13:53] – Advice to help people be successful early in their investing career But after growing frustrated with underperforming fund managers and pundits who offered more hyperbole than help, John began conducting his own extensive research into quantitative investment strategies some 20 years ago. Learn More COVID has accelerated the long-running transition to digital across the corporate world, and Eric serves as the perfect guide. Certified Merger & Aquisition Advisor with Wilmington Trust Company. (43:32) – Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts The other day, when my young son went ice skating and fell a lot he said to me “well you learn from your mistake so you try to make as many of them as you can.” You’ll hear Danny say something powerfully similar late in the conversation. Nick is a philosophy major turned derivatives trader that is now one of the most well-known names in the restaurant and hospitality industry. Eric joined Benchmark after spending the first part of his career as an operator and CEO. (39:51) – How bundling companies can apply this into their product development If you’re a professional equity investor and haven’t talked to Canalyst recently, you should give them a shout. Sign up here - https://www.joincolossus.com/newsletter. This week’s episode is sponsored by Bottomless. For more episodes go to InvestorFieldGuide.com/podcast. [00:34:38] – What has led to success in terms of the distribution of Figma [00:11:18] – Identifying the companies that will take advantage of this shift to online commerce [00:32:21] – The teams outside of development and how they operate Isn't that pretty mixed? [00:11:49] – What he looks for in identifying and recruiting the best people Follow Patrick on Twitter at @patrick_oshag, My guest this week is Eric Vishria, a general partner at Benchmark Capital. ----- This episode of Invest Like the Best is sponsored by Canalyst. If you’re an individual investor, research analyst, portfolio manager, or financial advisor, you should definitely check them out. (5:58) – Drilling into topics to learn more about people [39:52] – What’s working well in this current landscape (41:32) – Enhancing communication through Nitro (43:21) – Strategic advice to companies building bundles 47:42 – Guns, Germs, and Steel: The Fates of Human Societies Learn More In this book, Mackinlay explains why leaders from the wealthiest and most powerful nations have failed to understand this phenomenon. [00:15:31] – How the Amazon ecosystem has changed since they started I hope you enjoy my fun conversation with Tracy. (49:24) – How I Built This with Melanie Perkins MITIMCO is looking to find investors starting funds today. (26:33) – The December 2017 madness of cryptocurrencies Welcome to our revised Database of Accused. (59:09) – Finding and respecting your audience Patrick Carney salary income and net worth data provided by People Ai provides an estimation for any internet celebrity's real salary income and net worth like Patrick Carney based on real numbers. James Patrick O'Shaughnessy (born May 24, 1960) is an American investor and the founder, chairman, and chief investment officer of O'Shaughnessy Asset Management, LLC (), an asset management firm headquartered in Stamford, Connecticut.. O'Shaughnessy's areas of expertise include quantitative equity analysis, portfolio management, research decisions, and investment models. Follow Patrick on Twitter at @patrick_oshag (46:22) – The Tobi Blueprint (56:46) – Areas in the future that excite him or that he wants to learn more about (19:17) – Why tequila was fun to investigate [00:12:42] – Use cases of distributed data in 2010 that weren’t possible in 2000 (1:16:09) – Kindest thing anyone has done for Rich (21:44) – Risks in investing in international tech startups [00:19:06] - Why the shipping container changed the world [00:03:01] – [First question] – Overview of her career and her passion for real estate Follow Patrick on Twitter at @patrick_oshag, My guest today is Daniel Gross. Show Notes (16:21) – Why economic freedom is an important variable in what he’s trying to do Patrick O'Shaughnessy is the CEO of O'Shaughnessy Asset Management, the host of the Invest Like the Best podcast, and a great friend.Patrick's podcast and widely read monthly mailing list of books, available at investorfieldguide.com, have made him a celebrity of . All of it, with a straightforward one-time fee. It is important to note that we recorded this conversation before COVID, and these markets have fallen 30% without a similar rebound in prices that we’ve seen in the U.S. As you listen you’ll hear why this may be relevant for the companies Manny focuses on and may accentuate the opportunity in Frontier Markets even relative to the numbers quoted in this conversation. The top state of residence is New York, followed by Florida. Follow Patrick on Twitter at @patrick_oshag, My guests today are Rich Barton and Brad Gerstner. (48:16) – How teams know they are really onto something Perhaps most interesting, we cover the potential benefits of a modernized financial system, which Coinbase hopes to help usher in. Invest Like the Best is a property of Colossus Inc. For more episodes of Invest Like the Best, go to https://www.joincolossus.com/episodes. Every conversation I have with Sam is alive with insight, and this one is no different. (35:55) – Business and investing opportunities in the space Get $5 off with code Patrick5 before December 31st 2020. (10:45) – Early lessons in responsible growth Learn More (27:52) – How they think about their long-term planning Patrick O'Shaughnessy: "This is a mind f**k. The theory of this book is that up until (and including) the time of The Iliad, human beings were not conscious like we are today." Naval Ravikant mentioned 'The Origin of Consciousness' on 'The Tim Ferriss Show' podcast. On top of that, they handle all the backend, legal, taxes, accounting, and compliance. (56:34) – Transferring her brand lessons to software and tech companies (34:54) – Myth 4: Bundling things that have nothing to do with each other Follow Colossus on Twitter at @JoinColossus [00:52:37] – What has to remain with the founder I discovered Koyfin earlier this year when I asked Twitter for the best Bloomberg alternative, and the overwhelming winner was an intriguing new product called Koyfin. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. Learn More We also dive into the details on how local government works from mayors down to school board meetings. (30:54) – The benefits of launching open-source (10:27) – Open source business models that produce the best results Netsuite allows founders to centralize their payment systems, ditch old spreadsheets and Quickbook tools, and finally gain visibility and control over their financials, HR, inventory, eCommerce - all in one place, instantly. (2:59) – (First question) – How Brad and Rich met Whether you are doing a million in revenue or hundreds of millions in revenue - see why over 22,000 companies are using NetSuite today. (32:30) – Question he is trying to answer Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. The deadline to submit research for a regular abstract, Young Investigator Award abstract and/or late-breaking abstract application is 5 p.m. PDT on July 31, 2020. 4. With targeted segmentation, email automation, SMS marketing, and more, Klaviyo helps you create your ideal customer experience. If you’re an individual investor, research analyst, portfolio manager, or financial advisor, you should definitely check them out. For more episodes go to InvestorFieldGuide.com/podcast. [00:28:15] – When Domino's Pizza realized their food was not great If you’re a founder running a B2B company targeting the enterprise, you should definitely check them out. Follow Patrick on Twitter at @patrick_oshag (36:31) – Matt Clifford Podcast Episode (35:10) – What he learned from his relationship with Shimon Peres As of March 31, 2020, our . I won’t soon forget our discussion of consumer intent on the internet and how it has shifted, the role that essentialism plays in Brad’s business and life, and the rise of the Chinese internet giants like Bytedance. Of its 2,508 accounts, 86% are associated with high-net-worth investors who have. For more episodes go to InvestorFieldGuide.com/podcast. This week’s episode is sponsored by Bottomless. We begin by explaining why public software companies trade at such incredibly high multiples today. (28:10) – What they learned from deliberations that take place within the acquiring company ----- (44:16) – Learning as a founder vs the education system Follow Patrick on Twitter at @patrick_oshag (12:50) – Risks they help mitigate (6:03) – Features he looks for in startups (37:15) – Exclusive brands to Stitch Fix All you have to do is log in. He was drafted by the Kansas City Chiefs in the fifth round of the 2015 NFL Draft with the 173rd overall pick. We seek to answer the simple question: against a horrible economic backdrop, how can the stock market be near all-time highs? (6:37) – The way his leadership changed between 1999 and 2003 This book was on Sam Altman's bookshelf. The estimated Net Worth of Shaughnessy James P O is at least $6.2 Million dollars as of 26 August 2004. [00:3:23] – What makes his co-founder Evan so good (49:11) – Kindest thing anyone has done for her Net worth score. Start for free at www.docsend.com. [00:23:11] – Their customer interaction If you’re a professional equity investor and haven’t talked to Canalyst recently, you should give them a shout. Found inside – Page 86114 , 2001 ; children : Nicholas Scott , Hannah Grace , James Aaron Obsourne . ... MD 212023707 O'SHEA , PATRICK JOSEPH , lawyer , electrical engineer ; b . [00:28:30] – Real estate trends that fascinate her in Asia [00:25:45] – Major real estate changes we’ll be seeing in the US (2:32) – (First question) – Overall investment philosophy at Altimeter (43:25) – Why the opposite of a good idea can sometimes be a good idea Bottomless is a smart coffee subscription which automatically re-orders coffee for you based on your consumption habits. I asked them on to help the audience understand the open source software business model. Found inside – Page 1In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life’s most important topics. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. (49:27) – Where he finds inspiration outside of business [00:19:07] - The Box: How the Shipping Container Made the World Smaller and the World Economy Bigger [00:05:32] – The impact of Gerry Hines on her life The younger O'Shaunghnessy is continuing a family tradition when he offers his . (13:38) – How TikTok deals with user friction (31:20) – Origin of Tock (18:49) – Becoming a default mode solution Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Exploring the ideas, methods, and stories of people that will help you better invest your time and money. Follow Patrick on Twitter at @patrick_oshag, My guest today is Blake Robbins, a partner at Ludlow Ventures. I hope you enjoy our wide ranging conversation. [00:58:30] – Brad Gerstner and Rich Barton podcast episode (40:55) – The Moat Map With Tegus, you can learn everything you’d want to know about a company in an on-demand digital platform. [00:29:12] – Landmines of distributed work Learn more and try Canalyst for yourself at canalyst.com/Patrick. (12:08) – Working with other firms for doing an initial investment round [00:25:26] - Lessons from managing a large portfolio of different brands (46:13) – TAPE SUCKS: Inside Data Domain, A Silicon Valley Growth Story Many people ask about the amount of money James O'Shaughnessy makes from Instagram. (58:44) – Eigenquestions: The Art of Framing Problems (1:01:54) – Timing and startup success (53:46) – Making up words for companies and fertile ground [00:44:06] – His history as an entrepreneur and what was the common thread in these businesses We found 34 records in 23 states for Timothy O'Shaughnessy in our US directory. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. [00:46:47] – Knowing when something will fail Follow Patrick on Twitter at @patrick_oshag, My guest this week is Michael Seibel. [00:51:41] - What he’s most proud of from his career Learn more and try Canalyst for yourself at canalyst.com/Patrick. (2:28) – Public to Private Equity in the US: A Long-Term Look (53:30) – Lessons he would give to business students today As of July, the median home sale price in Manhattan was $1.2 million compared to $386,000 in the Bronx. (2:56) – (First question) – His personal interest that unites all of his business ventures I field more inbound questions about him than just about anyone, and you’ll see why in this episode. (33:40) – Mistakes with people he’s learned from (3:01) – What will happen to cryptocurrency in the 2020s Show Notes 39:59 – Importance of solid distribution for the companies he invests in Follow Patrick on Twitter at @patrick_oshag, My guest today is Todd McKinnon, co-founder and CEO of Okta, the leading provider of identity management for enterprises. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. [00:19:55] – Transferring good ideas from one company to another Show Notes New Evidence [00:43:44] – Work on pandemics and biosecurity We also discuss what qualities make for a great host, a topic that given my current position, is always fascinating. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. (45:10) – Cost structure of a busines looking to reach the billion-dollar valuation I really hope you enjoy our conversation. Rich has one of the most impressive resumes in the business world. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Square, Snowflake, or almost any company of interest. Patrick is the author of Millennial Money: How Young Investors can Build a Fortune, published by Palgrave Macmillian. Follow Patrick on Twitter at @patrick_oshag With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. [00:25:24] - Where the margins and profits are made in shipping Stitch Fix is a multi-billion-dollar public company which has brought an entirely new model to retail apparel by combining data science, technology, and personal stylists to create a unique shopping experience tailored to the individual consumer. Our conversation focuses on how Todd decided to leave Salesforce to start Okta, the painful early years of growing the business, how companies can create and define a new market, the different roles he's had to play as the company grew and went public, and the frameworks he's put in place to continue to innovate and test new things as public business. (1:05:49) – Incr, Zach Perret is the founder and CEO of Plaid. (38:52) – Blake Robbins Podcast Episode (36:07) – Avoiding transactional type people [00:05:41] – What led to this way of thinking (36:21) – Superstar firms and increasing returns (54:27) – Fantasy draft portfolio (3:00) - What happened in crypto over the last decade [00:54:35] – Company life cycles and innovation Bottomless is a smart coffee subscription which automatically re-orders coffee for you based on your consumption habits. (25:51) – What has led to delays in the legalization of the marijuana industry Koyfin has tons of high-quality data, powerful functionality, and a nice clean interface. (36:28) – Creating the spark in the early part of entrepreneurial ventures Tegus has built the most extensive primary information platform available for investors. For more episodes go to InvestorFieldGuide.com/podcast. (56:47) – Most interesting bundles he’s observed (14:08) – How they landed on their final product Invest like the Best is a property of Colossus Inc. For more episodes of Invest Like the Best go to https://www.joincolossus.com/episodes. [00:47:59] - Feedback he needed to hear I discovered Koyfin earlier this year when I asked twitter for the best Bloomberg alternative, and the overwhelming winner was an intriguing new product called Koyfin. [00:51:01] – Effectively hiring people Founders Field Guide listeners can redeem a $1k off coupon at vanta.com/patrick. The book shows how investors Warren Buffett, Carl Icahn, David Einhorn and Dan Loeb got started and how they do it. Carlisle combines engaging stories with research and data to show how you can do it too. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Follow Colossus on Twitter at @JoinColossus My guest today is Katrina Lake, the co-founder and CEO of Stitch Fix. Canalyst is the leading destination for public company data and analysis. I was immediately drawn into John's magnetic personality and it's easy to see how he was so adept at running a 40,000 person company for 2 decades. (4:37) – Why personalization makes Stitch Fix stand out from the others (46:24) – Effectively negotiating and getting your fair share in a partnership Show Notes Search John O'Shaughnessy names directory to see where . In a report issued on July 29, Patrick O'Shaughnessy from Raymond James maintained a Hold rating on SEI Investments Company (SEIC - Research Report).The company's shares closed last Monday at $53.03. Examines the importance of skill and luck, describes how to develop analytical tools to understand them, and offers suggestions on putting these findings to work to achieve success. [00:03:45] – [First question] – The opportunity of the commercial internet This episode is brought to you by NetSuite. (2:12) – (First question) – Why spreadsheets and logic kill magic James O'Shaughnessy - 2021 Salary & ContractJames O'Shaughnessy salary is $1,452,500, including a $100,000 signing bonus. [00:50:07] – The importance of people in building a company (49:51) – What he’s most excited about over the next 6 months [00:55:42] – Biggest challenges in building ecommerce online businesses [00:50:57] – Kindest thing anyone has done for him, My guest today is Joost van Dreunen, an investor in the gaming space, professor at NYU's Stern School of Business, and former CEO and co-founder of SuperData Research, a data-driven gaming firm that was acquired by Nielsen. For more episodes go to InvestorFieldGuide.com/podcast. (4:30) – Defining a wild idea (53:33) – Future of open source Show Notes View Patrick O'Shaughnessy's profile on LinkedIn, the world's largest professional community. (51:22) – His thoughts around competitive advantage for the platform Show Notes We cover so many topics I can’t list them here, but I’ll remember it for why it's so important for a business to really know what it's selling and then actually sell it. (8:48) – Finding success in boring software solutions (29:55) – How she thinks about the E&S in ESG and how it helps shareholders [00:12:03] – The market of designers and what Figma does Visit https://www.tegus.co/patrick to learn more. (29:31) – Transition to businesses relying on intangibles Our conversation ranges from the origins of distributed computing to modern data infrastructure, how companies can leverage their massive datasets, and the transformation of Databricks through its phases of growth as a business. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Sign up here - https://www.joincolossus.com/newsletter. Found insideSome biographies of George Orwell: Stansky and Abrahams bio: Peter ... James P. Hynes, The O'Shaughnessys, independently published, 1987, James.Patrick ...