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
If there's 4,000 average public stocks, how many of them truly are great?
And the philosophy we have today is predicated that over a rolling 10-year period, you have about 40 stocks that compound wealth at 20% a year or go up a little bit over 6x.
So about 1% of the stock market are the valedictorians.
And that's what we want to go do.
Like a lot of things in life, you get through looking at lateral examples, biology, and then you look at anecdotes.
And then if you like to double click or you're maybe a geek on data, you start to really study it.
And then obviously since then, we've tried to create an investment philosophy
that maximizes the probability of investing in those 40 companies.
And the other thing that we have basically found out is that what's interesting is about 80% of those companies actually start their compounding journey
as small cap companies.
And so people always say, Henry, why do you love small cap companies?
I was like, well, I love them because I love the people side of the job, but I also love them because 80% of them of these great companies actually start as small caps.
That's what we're trying to maximize because we think that's what creates long-term wealth and economic growth.
What we have done is basically purpose-built investment philosophy, and just as importantly, tried to purposely build an investment organization that can go do that.
The first is
If you've been one before, you have a higher probability of being one again.
Which just sounds so simple, but is actually really interesting.
We look at who has actually done it.
And if we don't really know the company and we haven't studied it before, we'll go double-click and go essentially study it, see if there's an opportunity.
But if not, go do a case study on it.
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