Art of Investing

Art of Investing

Art of Investing is a series of discussions with the world's best investors, company builders, academics, athletes, artists and human beings devoted to exploring the joys of compounding in all its forms.

Episodes

May 13, 2024 44 mins
Today’s teacher is Marcus Freeman, Head Football Coach at the University of Notre Dame. We discuss the power of relationships and how he talks with his players about the concepts of hard work and love, and we delve into what it takes to focus on inputs rather than outputs, especially as the college sports world is changing in unprecedented ways.  For you football fans out there, we even get into a little bit of what's ahead for Not...
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Today’s teacher is Mitch Rales, one of the most iconic business builders and philanthropists of our time. Consider that Danaher has annualized at over 21% for four decades, resulting in an 1800-times multiple on invested capital! You’ll learn from Mitch about the key inputs to his outlier success: why greatness is a journey that takes an unusual time horizon, the role benchmarking plays in standing up any winning organization, why ...
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Today’s teachers are Drue Tranquill and Joe Schmidt, two of our very best former students. You'll hear about Drue’s improbable run to becoming Super Bowl champion with the Kansas City Chiefs and get to know Joe, a former walk-on at Notre Dame turned team MVP who went on to become a venture capitalist at Excel and now Andreessen Horowitz.  Stepping back, we're just in awe of the way Joe and Drue embrace life with a sense of joy that...
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Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis. We cover Chris's foray into investing in India, the training, temperament, and overall constitution of a great short seller, and building something that increases your odds of long-term flourishing. He shares his empathetic outlook...
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Our teacher today is John Crowley. It is difficult to appropriately describe John and the Crowley family's story without drawing comparisons to superheroes. Harrison Ford gave it a shot, and the result is Extraordinary Measures, a blockbuster movie he starred in, alongside Brendan Fraser and Kerry Russell. The movie is based on Gita Anand's book The Cure, which tells the story of John and his wife's journey to save two of their chi...
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Our teachers today are Daniel Eisen and Paul Yancich, co-founders of Arcadea Group. Arcadea is a private market, long-duration investor building a permanent home for high-quality, vertical market software companies.  Today, we sit down with an example of next-generation talent in Daniel and Paul, who began Arcadea after having the rare opportunity to learn and sit at the feet of Mark Leonard and the remarkable core team of Constell...
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Our teacher today is Katie Koch. Katie is the President and CEO of the TCW Group, a storied firm with over $200 billion in assets under management and a fascinating 50-year legacy as a pioneer in the investment industry. Katie just took the TCW reins in 2023 after more than 20 years at Goldman Sachs. She joined Goldman right after college as the self-proclaimed least capable person in the firm and rose to become chief investment of...
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Today’s teacher is Oliver Thomas, founder and managing partner of Expedition Growth Capital. Expedition is a leading growth equity firm based in London, built to serve the next generation of capital-efficient, founder-led European software companies. Oli shares what it takes to win as an investor in this fascinating and attractive small corner of the market. This class is jam-packed with colorful stories, insightful career advice a...
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Our teachers today are Iris Rubin and Greg Maged, co-founders of SEEN, the fast-growing good-for-your-skin hair care company creating a new category at the intersection of science, health, and beauty. This was an illuminating conversation with two people who had already accomplished so much in their lives and careers before embarking on an entirely new entrepreneurial path. This class has a number of fascinating dimensions to it, i...
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Our teacher today is Harvard Business School legend, Andre Perold. Born and raised in South Africa, Andre taught at HBS for over 30 years, earning numerous awards for both his research and teaching excellence. If you were an aspiring investor attending HBS, Andre's class felt like the only class that mattered. He co-founded HighVista Strategies, a now leading investment firm that has $10 billion of AUM and focuses on investing in s...
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Today we celebrate the extraordinary life of John Glynn, Founder of Glynn Capital, who passed away earlier this year with a more than 50 year career as a technology investor. As an early investor in a who's who of technology companies, from Intel to Facebook, John developed a reputation as both an astute arbiter of mega-trends, as well as a capital partner of choice to talented founders. In addition to investing, John was revered a...
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Today's teacher is legendary journalist Cal Fussman. Whether you're trying to get your first job or you're leading a large company, your ability to authentically connect with others is one of the most important skills to cultivate. To help us explore this topic, we tracked down Cal, a world-renowned interviewer and storyteller. From his time at Esquire to his podcast, Big Questions, Cal has interviewed nearly every prolific figure ...
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Our teacher today is Jeff Marrazzo, Co-Founder and former CEO of Spark Therapeutics. Under Jeff's leadership, this biotech company was the very first in history to receive FDA approval for a gene therapy. Spark has helped to ignite and expand the art of what's possible and how we will seek to treat and potentially cure hundreds of genetic conditions over the coming decades. Jeff provides us with an insider's overview of the biotech...
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Our teacher today is Brad Gerstner, founder of Altimeter Capital. Brad is an exceptional investor and gifted teacher with a unique ability to distill complex ideas into clear, qualitative insights. In this session, Brad will share lessons learned across the full arc of his career that has spanned everything from RV manufacturing to politics to founding and operating several technology companies to building Altimeter into one of the...
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Our teacher today is Jan Mohr. Jan is an investor turned operator who is currently CEO of Chapters Group, a publicly traded holding company building Europe's home for mission-critical businesses. This class is first and foremost about a young aspiring value investor who embodies a fascinating combination of German discipline and sensibility with a more American risk-taking and entrepreneurial spirit on his quest to continue reimagi...
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Today's teacher is David Senra. David is an absolute force of nature who is taking the world by storm with his podcast "Founders." In class today, we enjoy access to the full spectrum of learnings from his decade-long study of history's greatest entrepreneurs, artists, athletes, and leaders. The library David built reflects a range of study that is boundless. From Alexander the Great to Catherine Graham to Alexander Graham Bell, f...
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Today's teacher is Ho Nam, co-founder of Altos Ventures. As the numbers go, Altos is one of the greatest venture capital firms of the last quarter century. We unpack Ho's origin story and the values that shaped him most as a person and investor, and then we then turn to Altos itself. Altos has emerged as one of the most elite venture investors by breaking traditional VC rules, by backing hedgehogs rather than foxes, by focusing rel...
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Today's teachers are Ben Gilbert and David Rosenthal, founders of Acquired, the podcasting sensation telling the stories and strategies of the world's great companies. In this episode, we turn the tables on Ben and David in order to discover their own stories and the fairy dust behind Acquired's success. We'll cover the history of the formation of one of the most successful podcasts in the world, why having a co-founder & friend is...
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Today’s teacher is Todd Combs, Investment Manager at Berkshire Hathaway and CEO of Geico. In this episode, Todd will share lessons learned across the full arc of his career, beginning in the halls of the Florida state regulator and all the way through to the great plains of Omaha, Nebraska, home of the eternal compounder. Warren Buffett and Charlie Munger are two of the greatest business minds in history with an eye for talent and ...
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This is Rick Buhrman and Paul Buser. If you've listened to our Art of Investing trailer, then you'll already know that it was Patrick O'Shaughnessy who first got us into this whole crazy podcast mess. We recently went on Patrick's show, Invest Like the Best, and wanted to share it to give you a better sense for Art of Investing's ethos and vision. Please enjoy our conversation with the very 'grovey' Patrick O'Shaughnessy. For the ...
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