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

You got to tell people that ever since the age of five, I wanted to do exactly what you're doing.

But all jokes aside,

We really believe that you have to be an expert in what you do, develop into it.

There's a whole matrix we have about the development of security analysis excellence and how it's a journey.

We do our reviews based on it.

I tell people, look, on this sheet,

This is a journey.

I'm probably the most experienced security analyst at the firm, and I still have a journey to go here.

I gotta get better.

And then we also believe at the same time that the youngest person in the room on our investment team actually can have the most valuable perspective.

So we have an investment team of 12 people.

And in my career, a lot of times the best insight comes from the most junior person who's looking at something with a fresh set of eyes.

Early in Anouk's career, when I was looking at consumer companies, she really helped understand a millennial mindset.

And then we did a lot of work against it.

And I think that led to some great investments, both in the public-private markets.

We were private investors in DoorDash, Sweetgreen, Warby Parker, some of the leading companies of the day.

Anyway, what do we look for?

We look for deep intellectual curiosity.

If you don't want to constantly learn, that's just not who we are.

We want people who really want to learn.

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