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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

We get together on Fridays.

And by the way, we do it in the office.

We have lunches and investment team and we talk about insights.

You don't prepare for this meeting, but this would be, hey, I had an interesting conversation with a CEO or maybe this week, I'm sure we'll talk about it.

I listened to OpenAI Dev Day and this is what I thought was interesting.

Or maybe I thought about this.

Does anyone think about this?

So we're trying to look for lateral insights to learn for each other.

And then...

For sure, we do investment reviews where we do deep dive on stocks.

Multiple people look at this.

I learned this from, we had Kelly on the firm Lone Pine, really.

I learned that from Steve.

I'm sure Lone Pine still does it.

We do KPIs.

We call KPIs.

It's the operating reviews where we go through the whole portfolio and every colleague reports to everyone else how they did.

And we do this not to basically be a session while you're great or I got it wrong.

It's more like, here's clinically what happened and everyone can learn from it, but also lend their lens because it's not great, bad.

A lot of times it's subtle.

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