PERSON DIRECTORY
Patrick O'Shaughnessy
Host of Invest Like the Best. Patrick O'Shaughnessy appears in 92 indexed conversations across Invest Like the Best, David Senra, Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Clear's Turnaround from Bankruptcy to IPO with CEO Caryn Seidman Becker
Patrick O'ShaughnessyCaryn Seidman-Becker
Clear is repositioning from travel security toward a vertically integrated identity platform, with 30M+ opt-in members and expansion into enterprise and healthcare.The model reached positive cash flow in 6.5 years after burning $53M and reduced shares from 155M to 133 and change, but enterprise identity remains unproven to the Street while regulation has already disrupted throughput.
How Jens Grede Hacked Pop Culture to Build a Billion-Dollar Brand
Patrick O'ShaughnessyJens Grede
SKIMS shows how pop-culture reach, timely celebrity partnerships, and product-led trust can overcome fragmented algorithms and capital-intensive physical retail.Grede’s evidence—from a two-million-person waitlist to an app generating over 20% of business—supports global stores and a possible IPO, but scaling without killing the brand’s speed is the unresolved risk.
Jay Hoag - Keys to Successful Growth Investing - [Invest Like the Best, EP.429]
Hoag sees contrarian opportunity in consumer internet as capital crowds into SaaS and AI despite 5 billion-plus engaged smartphone users.TCV targets companies after technology risk falls, emphasizing monetization, defensibility, adoption, high incremental margins, and limited leverage; private-market liquidity remains unresolved.
Cliff Sosin - Investing in Carvana - [Invest Like the Best, EP.421]
Patrick O'ShaughnessyCliff Sosin
Carvana’s moat is an integrated system spanning acquisition, logistics, reconditioning, software, lending, registration and trust, built over more than 10 years and roughly $10 billion rather than through online retail alone.EBITDA margins around 10.5% and rising toward management’s stated 13%-14% range compare with roughly 4.5% for the average dealership, but the 99% collapse exposed the continuing risks of immature operations, leverage, demand pull-forward and irrational auto-loan pricing.
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]
Patrick O'ShaughnessyNeil Mehta
Greenoaks concentrates its capital and attention on 10–15 founders annually, seeking future S&P 500 companies rather than broad deal coverage, with more than $13 billion of profits and a 33% net IRR across nearly $15 billion of AUM.Mehta’s edge is identifying jaw-dropping customer experiences that break accepted trade-offs, as Coupang’s 12-to-24-hour delivery lifted retention from market levels in the 30s to Rocket cohorts in the 60s; concentration, growth endurance and AI economics remain key tests.