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

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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

And something to add to the conversation that a lot of these executives hadn't seen before as operators.

And frankly, many of their board members had come of age in a period of time where money was free.

And frankly, probably hadn't been involved in as many durable companies as we had been involved in.

So the answer is, I think probably we're more back to learning and normal interaction than we are having a perspective that we're dying to explain to people.

I always believe that if you really understand something, you can make it super concise.

And where we are with robotics and less so with AI, our internal memos are probably too long because frankly, there's too much unknown.

And so we can't be concise.

I was very lucky in media.

And it's something we try to do at Durable with people because I was an outsider to the media industry.

I think I brought fresh perspective to it.

When I was assigned to be a media analyst,

This is so hard to believe, but the companies that were viewed as the darlings of balancing durability in terms of competitive modes and having strong growth were companies like Comcast, Time Warner, Disney, Viacom.

I did a bunch of work on the companies individually, and then I started to really think hard about it.

And I started to realize that

The best businesses inside of all of them had been the cable networks.

If you read about media back then, the entrepreneurs that became the most famous were the ones that launched cable networks.

John Hendricks, Ted Turner, Bob Johnson.

By the way, John Malone basically backed almost all these people, put the most in business.

So John Malone was at the center of all this.

For 20 years, cable networks grew 20% with 20 ROEs.

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