Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Alex Behring

๐Ÿ‘ค Speaker
419 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

Yeah, amazing, yeah.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

Look at what he drove there.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

It's one of the most successful stories of all time.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

I mean, we're lucky to have Patrick with us now as exec chair at RBI.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

And he basically took so much share from other large players to be able to tech business.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

That's exactly right.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

And he took so much share from the other large players and from the small mom and pop players because he built a tech platform.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

So that's probably the best example you're going to find.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

And that's true for every other consumer business.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

Hopefully, because you're going to need a

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

burger every now and then.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

I think people, again, may not perceive how

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

Focused we are on business quality, first and foremostly.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

If you were to participate on investment discussions here, for instance, what proportion of those meetings is dedicated to determining whether a business is really good or not in the bulk of it versus talking about what the cost opportunity is.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

That's secondary to that.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

And it's secondary to the quality of the business and the growth potential.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

I think that may surprise some people, frankly, that look at us from the outside in.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

I think they might be surprised how lean we are as a group of people, given the size and global footprint of some of these businesses.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

I don't know what else then.

Invest Like the Best with Patrick O'Shaughnessy
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

It's also a function of the kinds of businesses that we like, which are successful businesses that have been around for a long time.