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.
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.