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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
So we gotta be able to do both.
When we write an investment memo, it's in service of our investment philosophy,
making sure we've done the work and we can clearly articulate why is a company competitively advantaged or will it be?
What would it have to do?
why is this operating culture excellent or why does it have the seeds of an excellent operating culture?
And why does this leader think like an owner where they can basically make the business better, which we define as gaining market share through cycle.
And we think that they can allocate internal and external capital such to both drive more durable growth
and also make their asset base more valuable over time.
That's our investment memo.
But then just as importantly, through both modeling, but clearly spelling out what we're tracking, we have to then be able to, when we do our quarterly
what are really our operating reviews at Durable, where we go through the entire portfolio with the entire investment team on every single investment.
We have to look how actually the companies are doing against what we thought they would do.
And then every single investment at Durable, if we own for three years, we actually do a three-year look back on what we underwrote and what it did.
And that one, like so many things in your career, you wish you would have known earlier.
The great thing about investing and the great investors to me actually are better at 70 than they are at 50.
And hopefully I'm in my 50s.
I'm better than I was when I did this at 30.
And you just learn.
You understand patterns better.
Hopefully you remain humble so you don't actually get too stuck in your ways.
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