Henry Ellenbogen

speaker

1,069 appearances 1 recordings 1 series first heard Dec 2025 last heard 16 Dec

Henry Ellenbogen’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.

Appearances

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Invest Like the Best with Patrick O'Shaughnessy · Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452] · 16 Dec 2025 podcast

Now the problem is the rest of retail was not so good.

That's what we think about here.

So we're trying to do two things.

We're trying to find the people who that might be

And then we're trying to make sure we don't mistakenly own a company that based on last generation competitive risk was a great company.

And correctly, we thought was competitively advantaged and had a good operating culture, was led by high quality people who thought like owners, but because discontinuous change changed the world, they weren't able to adapt.

Now, ideally what we go do is we go find those already advantaged companies,

And then they leverage this to go from good to great.

Let's go pick on Luis.

We talked about Luis earlier.

Duolingo has a lot of opportunity with AI and a lot of risk.

And the stock, depending on the day, reflects it.

When OpenAI demos how you can use OpenAI to basically do translation, a lot of times the stock goes down.

Or when Apple shows you how...

AirPods can be used to, in the physical world, live translation, the stock goes down.

And actually, I don't think the marker's wrong.

Now, it's probably wrong on the magnitude, but I think what the market is saying is there's a risk here.

So that's probably in our portfolio one of the higher risk names.

But what do we look for when Luis or Max or Dave Duffields?

I think the first thing we look about is a business that already has

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