PERSON DIRECTORY
Henry Ellenbogen
Henry Ellenbogen appears in 1 indexed conversation across Invest Like the Best. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview
Patrick O'ShaughnessyHenry Ellenbogen
Ellenbogen’s research found that about 40 stocks—roughly 1% of the market—compound at 20% annually over rolling 10-year periods, with 80% starting as small caps.Durable concentrates on these outliers as machines dominate short-cycle flows, while AI reshapes knowledge labor and robotics could deflate costs 15–20% annually, making company adaptation and drawdowns key watchpoints.