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.
How a16z Growth Invests
Patrick O'ShaughnessyDavid George
George argues consumer AI’s monetization ceiling remains unproven: ChatGPT likely reached Google’s scale roughly 4x faster, with a billion users but fewer than 50 million monetized.His broader signal is that markets still underprice growth above 30%, while AI’s winners may be concentrated at the leader or fragmented across the model layer, making business models and robotics timelines key risks to monitor.
Darren Farber - The Business of Defense - [Invest Like the Best, EP.417]
Patrick O'ShaughnessyDarren Farber
Defense is repricing its 80-year security bargain, but the investable bottleneck remains replacing legacy programs rather than the headline $858 billion budget.Commercial technology, autonomous mass, and industrial scale can create overmatch, while Farber favors one-of-one suppliers near the molecule, backed by long contracts, low replacement cost, and reinvestment rather than prototype novelty alone.