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Caryn Seidman-Becker

๐Ÿ‘ค Speaker
1227 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

Not everyone.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

We welcome them to the platform.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

I didn't want to die and have people say I picked good stocks.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

That wasn't

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

So I will say in Medias Res, bankruptcy is a completely surreal experience.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

And I talked to a few CEOs who I had invested with through the years, Bobby Kodak, Martin Franklin at Jarden.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

They said bankruptcy is decided on the courthouse steps.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

And it's true.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

I definitely believe and I tell my kids that life is a journey.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

I started off in risk arbitrage in 1994 when I graduated the University of Michigan.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

I didn't even know what pro forma or EBITDA was, but I figured it out real fast.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

That was the M&A period of aerospace and defense under Secretary Les Aspin.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

I really got to know the aerospace and defense industry

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

of which biometrics has been in the defense industry for a long time.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

So that was my first understanding of biometrics.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

Also in the 90s, we invested in cable wireless and satellite subscription-based businesses.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

Again, we were buying wireless spectrum in the 90s.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

DirecTV was really starting to grow and EchoStar.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

Cable companies, Microsoft invested in Comcast with a billion dollars in 1997.

Invest Like the Best with Patrick O'Shaughnessy
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

That was a really big deal.