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Justin Ishbia

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
1101 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

And so we've been very focused.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

I want, of course, each investment professional.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

So partners have between three and seven, principals have between two and four, and vice presidents have one or two.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

All you pick your own thesis.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

Patrick, you may love urgent care and I may hate it.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

I may love veterinary, you may hate dogs.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

So I want the investment professional to pick something they find interesting.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

I find the best investors are curious.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

You're curious about something and you want to peel the onion layers back.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

And so how we work here at Assure Capital is every investment professional, senior professional, which is a vice president, principal, or partner, has the autonomy to pick a certain number of sectors they want to focus on.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

And they can't focus on everything.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

For us, everything starts with what's called a roadmap.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

A roadmap is essentially a white paper on an industry complemented by the industry conferences and also what we call the Mount Rushmore of the industry.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

So in every industry, there is a Mount Rushmore of companies and executives.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

And the industry roadmap will also include the conferences.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

So your job, Patrick, if you were trying to figure out urgent care industries, in order to greenlight a sector, you have to physically go to one of the industry conferences in person, walk the floor.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

You have to identify the Mount Rushmore, lay them out who they are.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

You have to identify the Mount Rushmore companies.

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

Where are the disciples?

Invest Like the Best with Patrick O'Shaughnessy
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

Where have they gone?