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Patrick O'Shaughnessy

CEO · Positive Sum

Claims
27
Episodes
1
Shows
1
Named items
0

Claim ledger

What Patrick said.

27 transcript-backed records

01 / belief

I think that there's an opportunity to just hit a button—a little more often than not—when having normal conversations than anyone would have in the investment business as they’re doing diligence and research.

“I think that there's an opportunity to just hit a button—a little more often than not—when having normal conversations than anyone would have in the investment business as they’re doing diligence and research.”
Publisher
Acquired

02 / belief

I think I'll give us a tentative B+ to give us lots of room for improvement, but because we have established something that we can really see building on for decades to come.

“I think I'll give us a tentative B+ to give us lots of room for improvement, but because we have established something that we can really see building on for decades to come.”
Publisher
Acquired

07 / belief

I think the public market mindset applied to private markets as a powerful concept, but in the context of some of the biggest venture investors—I wasn't there so I can't say for sure.

“I think the public market mindset applied to private markets as a powerful concept, but in the context of some of the biggest venture investors—I wasn't there so I can't say for sure.”
Publisher
Acquired

08 / belief

I think becoming a high slope learner and getting the experience of how fun that can be is really the only truly valuable thing that college or some other formal education can bestow on you.

“I think becoming a high slope learner and getting the experience of how fun that can be is really the only truly valuable thing that college or some other formal education can bestow on you.”
Publisher
Acquired

13 / belief

I never want to fall into that trap. It will remain driven by what's interesting to us, not what we think other people want to hear or not some backdoor into a business outcome that we're trying to achieve.

“I never want to fall into that trap. It will remain driven by what's interesting to us, not what we think other people want to hear or not some backdoor into a business outcome that we're trying to achieve.”
Publisher
Acquired

18 / preference

I'm a wholehearted supporter of this thing. It's so simple, which is this little deeper dive into what you guys have built that, I think—at least from my perspective—is actually even more enjoyable than the main show.

“I'm a wholehearted supporter of this thing. It's so simple, which is this little deeper dive into what you guys have built that, I think—at least from my perspective—is actually even more enjoyable than the main show.”
Publisher
Acquired

19 / evaluation

Clients have really liked that because it puts them in the driver's seat if the fee is a really important variable to them, that it's under their control, and we're a platform that fulfills that we don't dictate the terms.

“Clients have really liked that because it puts them in the driver's seat if the fee is a really important variable to them, that it's under their control, and we're a platform that fulfills that we don't dictate the terms.”
Publisher
Acquired

21 / recommendation

Therefore you need to incentivize the managers with potential rewards, and because the capacity is capped, you need to have that be something like an incentive fee like carried interest.

“Therefore you need to incentivize the managers with potential rewards, and because the capacity is capped, you need to have that be something like an incentive fee like carried interest.”
Publisher
Acquired

24 / evaluation

Looking back, the aftermath of the crisis was really hard for me because it forced me to learn so much so quickly in a very stressful environment with clients that are angry and upset about losing a lot of money.

“Looking back, the aftermath of the crisis was really hard for me because it forced me to learn so much so quickly in a very stressful environment with clients that are angry and upset about losing a lot of money.”
Publisher
Acquired

25 / evaluation

I do think that the internet has created this funny inversion where—with no gatekeepers to reaching the end audience—it behooves you to create media or content because that's the way they're going to notice you.

“I do think that the internet has created this funny inversion where—with no gatekeepers to reaching the end audience—it behooves you to create media or content because that's the way they're going to notice you.”
Publisher
Acquired

26 / preference

That's a super tiny example of a cornered resource, but we have benefited tremendously from those research partnerships. This is the one where I will admit to thinking about that program because of reading 7 Powers.

“That's a super tiny example of a cornered resource, but we have benefited tremendously from those research partnerships. This is the one where I will admit to thinking about that program because of reading 7 Powers.”
Publisher
Acquired

27 / commitment

We are just in the process of launching our first early-stage investment vehicle called Positive Sum that I'll be spending a ton of my time on because it aligns so clearly with the same exploration.

“We are just in the process of launching our first early-stage investment vehicle called Positive Sum that I'll be spending a ton of my time on because it aligns so clearly with the same exploration.”
Publisher
Acquired
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