Tags
Invest Like the Best PodcastAndrew SugruePatrick O'ShaughnessySavageXFentyLatch
Date Consumed
May 4, 2021
Action
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