John Candeto
John Candeto
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Information Flow (2020-2022)
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Andrew Sugrue - Investing in Paradigm Shifts

Andrew Sugrue - Investing in Paradigm Shifts

Tags
Invest Like the Best PodcastAndrew SugruePatrick O'ShaughnessySavageXFentyLatch
Link
https://www.joincolossus.com/episodes/11872618/sugrue-investing-in-paradigm-shifts?tab=blocks
Date Consumed
May 4, 2021
Count (Month)
5
Created
May 4, 2021 5:10 PM
Last Edited
May 6, 2021 8:54 PM

Focuses on

  • Excellent unit-level economics (will invest well before profit but needs to see how unit-level economics will produce profit via scale)
  • Reasonable entry price vs. end state (e.g. buying at 1-2x end-state cash flows)

Runs concentrated 8-10 position portfolios

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