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Zach Dell

๐Ÿ‘ค Speaker
901 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

So basically, kill two birds with one stone, on the order of a billion people in the world, we don't have access to sanitation infrastructure, and then also don't have access to reliable, affordable power.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

And so if you could build these systems to allow them to process waste into compressed methane, they could power things like lamps and stoves and lights, etc.,

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

And I spent basically all of college working on that.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

And about halfway through college, I realized after some long, sweaty summers in New Delhi, this isn't a business.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

This is like a cool project, but this is not a company.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

I don't actually really know what excellence and true high-performing businesses really look like.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

And that was what I wanted to learn.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

I went into finance because I wanted to see what that looked like and learn how to analytically dissect a business.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

And I was always...

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

really interested in markets and investing and studied to great investors.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

And that was always a hobby for me.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

And I figured like, okay, I'll just go study in finance until I find the pitch to swing at.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

And at the time, Blackstone was one of the only firms that was hiring undergrads right out of college on the buy side.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

I really wanted to work on the buy side.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

So I applied for an internship there.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

I got the internship on the private equity team.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

And when I was an intern at Blackstone, one of the guys on the team was working on an opportunity to carve out a lithium mine from a public company.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

And I went up to him and I was like, hey, Sam, awesome guy.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

Sam Young, super sharp investor.

Invest Like the Best with Patrick O'Shaughnessy
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]

And I was like, hey, Sam, I want to work on this with you.