Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Neil Mehta

๐Ÿ‘ค Speaker
610 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

I mean, you go back to like the 1920s, even earlier, the Hungarian physicists in Budapest, and you had all these great, you know, the von Neumanns of the world all living there in Budapest and World War II came along and Hitler came along and wiped them all out and they all dispersed to different parts. That group of physicists, they were the foundation for modern physics for like 100 years.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

I mean, you go back to like the 1920s, even earlier, the Hungarian physicists in Budapest, and you had all these great, you know, the von Neumanns of the world all living there in Budapest and World War II came along and Hitler came along and wiped them all out and they all dispersed to different parts. That group of physicists, they were the foundation for modern physics for like 100 years.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

String theory, all the atomic weapon work that came out, it was all from that small group in Budapest. And so I think losing San Francisco to some of the progressive causes that have plagued the city would be pretty bad. And so this was one part of my little corner of the world starting to invest to make it better. But it came from a place of... Wanting to make that street beautiful.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

String theory, all the atomic weapon work that came out, it was all from that small group in Budapest. And so I think losing San Francisco to some of the progressive causes that have plagued the city would be pretty bad. And so this was one part of my little corner of the world starting to invest to make it better. But it came from a place of... Wanting to make that street beautiful.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

And if we can make that one street beautiful, then you could maybe do that across other parts of the city. And you can make the city livable for families and have people still there. I started on that process about a year ago. I was just doing it quietly because what was there to share?

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

And if we can make that one street beautiful, then you could maybe do that across other parts of the city. And you can make the city livable for families and have people still there. I started on that process about a year ago. I was just doing it quietly because what was there to share?

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

San Francisco has this funny progressive bend, which is we'd rather have empty buildings than have someone own them that they seem to be too wealthy to own.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

San Francisco has this funny progressive bend, which is we'd rather have empty buildings than have someone own them that they seem to be too wealthy to own.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

Yeah. There was a guy, Aaron Peskin is the guy's name. He was a politician. He's out of office now. He had picket signs with my face on them, marching down the street, billionaire taking over city. And I wasn't doing any of that. I think they thought I was trying to develop the city.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

Yeah. There was a guy, Aaron Peskin is the guy's name. He was a politician. He's out of office now. He had picket signs with my face on them, marching down the street, billionaire taking over city. And I wasn't doing any of that. I think they thought I was trying to develop the city.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

They never reached out or called or talked about it, but I was just trying to preserve that street and make them restaurants. And I think what I take a lot of joy from is it has a very similar feel to Green Oaks, which is I'm backing other people that are building great restaurants, being in a new theater. There's a bunch of cool stuff happening on the street. There's like,

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

They never reached out or called or talked about it, but I was just trying to preserve that street and make them restaurants. And I think what I take a lot of joy from is it has a very similar feel to Green Oaks, which is I'm backing other people that are building great restaurants, being in a new theater. There's a bunch of cool stuff happening on the street. There's like,

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

It's three or four blocks now. It's really remarkable what we've done on that street. But I mean, enabling other entrepreneurs to go build something that will delight people. This is at a little smaller scale than what we do at Green Oaks, but it's been so much fun. I don't spend all that much time with it.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

It's three or four blocks now. It's really remarkable what we've done on that street. But I mean, enabling other entrepreneurs to go build something that will delight people. This is at a little smaller scale than what we do at Green Oaks, but it's been so much fun. I don't spend all that much time with it.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

I have a great team that runs it on a day-to-day basis, but I was just on the street yesterday and it was so fun to walk down and be like, oh, this is where this coffee shop's going in and we're doing an all-day diner and rebuilding the theater with a great partner. And it'll be really fun.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

I have a great team that runs it on a day-to-day basis, but I was just on the street yesterday and it was so fun to walk down and be like, oh, this is where this coffee shop's going in and we're doing an all-day diner and rebuilding the theater with a great partner. And it'll be really fun.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

I think it can be distracting. I think that maybe one of the flaws I have at Green Oaks and Green Oaks has in general is we find that when we make it not about the work, when we talk about the work, it can diminish our ability to do our jobs well. I'll give you an example. We write letters.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

I think it can be distracting. I think that maybe one of the flaws I have at Green Oaks and Green Oaks has in general is we find that when we make it not about the work, when we talk about the work, it can diminish our ability to do our jobs well. I'll give you an example. We write letters.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

And historically, I would write letters where I talk about an investment we made or something I was excited about. And the moment I wrote it down, it became a perspective that I had to defend. One of the flaws maybe at Green Oaks is I change my mind all the time. I'm willing to try on an opinion like a score code. And if it doesn't work, I'll throw it off.

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

And historically, I would write letters where I talk about an investment we made or something I was excited about. And the moment I wrote it down, it became a perspective that I had to defend. One of the flaws maybe at Green Oaks is I change my mind all the time. I'm willing to try on an opinion like a score code. And if it doesn't work, I'll throw it off.