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Patrick O'Shaughnessy

๐Ÿ‘ค Speaker
8773 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

So you need to pay attention to that.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

In that value creation mechanism, the relationship with capital markets and with Wall Street specifically is obviously very important.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

How do you as a CEO manage that relationship well?

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

What have you learned about interfacing with Wall Street in the most constructive way possible?

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

I have a lot of friends who are portfolio managers and analysts.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

The reason I have a big following is I've made a lot of money for investors.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

They get bonuses.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

Have you made any major mistakes dealing with capital markets?

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

I've made major mistakes in everything, including the capital markets.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

Can you tell the story of the large buyback that you did with XPO on the opposite side of the capital allocation ledger from acquisitions?

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

There's a great Winston Churchill quote, which is always more audacity.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

What do you think of that quote?

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

I don't know.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

How do you think about setting your own scope of ambition?

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

Because when I was talking to your colleague before we started and asked them to describe you in two words or two phrases, one of them was related to the scope of ambition and the second one was related to the pace of execution.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

We'll talk about both.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

But starting with scope of ambition, it does seem as though that's been a common theme in your various entrepreneurial stories that maybe you're just wired to click the ambition dial a couple points higher than most people are.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

So I'm curious how intentional that is and also whether you think more people should think that way.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

Well, it's funny you say that because I wasn't part of that conversation because it showed up earlier than I did here.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

What are the keys to moving fast at scale?