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Patrick O'Shaughnessy

๐Ÿ‘ค Speaker
8519 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Maybe we could talk about Evernote as a great case study because I used to use it all the time.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

It was my place of record for keeping my notes and book highlights and all these things.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

And people have heard of the brand.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

It was a big acquisition for you.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

I'm curious what you think of as the milestone acquisitions in the history of bending spoons.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

I'd love to dive into that one.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Just to hear an example

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

of the whole story soup to nuts of how you found it, what you saw, what you did, how you thought about price, what your team did, what's happened since.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Wow, yeah.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

How do you know when there's pricing power?

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

If prices are 60% higher, you've made it at a better product, so maybe that's why the price can go higher.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

But how do you think about price charge to end users across your universe of applications that you own?

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

I love it.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

And I love that movie.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

So now knowing the reference, it's great.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Going back to the Evernote acquisition, you mentioned you paid 50% more than maybe the next highest bidder.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

How do you know the right

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

price to pay?

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

How do you think about pricing assets?

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

As you buy bigger and bigger ones, we can talk about Vimeo, we can talk about AOL.