Matt Ober

speaker

205 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Matt Ober’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 Jul 2026 with 1.

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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · Matt Ober: How Dan Loeb's Fmr Data Chief Finds an Unfair Edge in Funds · 20 Jul 2026 podcast

helps you think of your thesis.

And then you obviously have to have your own filter on like what deal flow is good versus just, you know, noise.

I know for even myself, writing has been, you know, I'm not trying to grow my newsletter to hundreds of thousands of people.

I think that, you know, there's value to more people, but also by have the right right readers, come to your own almost expert network.

Anything like that?

No, I've not seen it uh executed like that.

So it's impressive.

Think it matters also how long the company's been around, right?

A new company having a data mode is a little bit harder to wrap your head around versus something that's been around three, five, ten years.

You know, I think I asked myself like what's proprietary about it and like how do they capture the information?

And if it's just web scraping, you know, it's tough to have a moat unless maybe you've been doing it for five, 10 years.

And you know, similar to there's a website called the Wayback Machine, which kind of shows you like the history of the internet.

Maybe they've been capturing and storing things that's

you know hard to access now.

I think also like maybe you have an exclusivity to data set.

You know, be impressive if you, you know, you're the only one with access to some specific data set based off of a relationship or an entity that you own.

And then you have like more insights.

You know, give an example, maybe you have a partnership with the company that does all the software for yoga studios and you understand better, you know, the demand for new yoga clothing gear, if you know where that's leading to how

Many people are in gyms and gyms in different cities and you know what the opportunities is there.

So like just access unique information.

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