Patrick O'Shaughnessy
👤 SpeakerAppearances Over Time
Podcast Appearances
Well-worn truth at this point.
How does one get better at assessing the option value embedded in a given business?
That just seems so crucial.
There's no book about that.
There's no podcast about that.
You've got 10 investments.
How do you know which of the 10 has more embedded right tail option value?
My final investing question is to wonder how growth as a part of the complex feels relative to other styles today.
I'm a U.S.-centric investor, but curious globally.
I'm sure at different points in your history, growth versus, say, venture or early stage or pre-IPO or publics has felt distinctive, cheaper, more expensive, whatever, more opportune, less opportune.
How does growth specifically today feel versus the other segments?
What is your unfinished business professionally?
And I think it's in a moment that it's lost its way and we can find it back.
Can you teach me mentoring?
How does one mentor well?
I'm always curious about like literal process.
If you're meeting someone for the first time, is the format, you ask them a bunch of questions and then you quickly do the aggressive, why aren't you doing this thing?
My traditional closing question for everyone is the same.
What is the kindest thing that anyone's ever done for you?
A beautiful place to close.