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Sam Hinkie

๐Ÿ‘ค Person
1187 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

And that's it.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

Stop trying to reinvent the wheel.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

How aggressive can you be about where you have edge?

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

Do you have edge in one place?

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

You don't have edge in 10 places.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

No way.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

If you only have edge in one or two or maybe three places, why are you not resourcing enormous chunks of your mindshare and your best people's mindshare and your hiring and your capital towards that?

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

letting someone else commoditize everything else and handle everything else for you.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

And if they hose you on margins, hope the system will make it right.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

If they hose you on margins, someone else will undercut them.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

You can switch to them if that's the case.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

But in what world is this a good use of your time to try to do something, particularly for these things that have network effects?

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

If something else has network effects and they got started early, good luck.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

Good luck beating them at that.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

That's also why I like sort of APIs, even internally, you make all these things sort of generalizable and externalizable out to the outside world.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

You thought you had this amazing tool internally and you might, odds are you don't, but you might.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

If you do, see if you can sell it.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

If you can sell it, you just took a cost center to be a revenue line.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

That's super interesting.

Invest Like the Best with Patrick O'Shaughnessy
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

And if you didn't, maybe we'll be like, okay, maybe we should start resourcing that thing.