20 Lessons with Steve Suh

When I first started my training in electrical engineering I was using a large mainframe computer at the university. Most other students had to book time in one of the terminal rooms to gain access to the computer. They were limited to 60 minutes at a time. I purchased my own ter ...  Show more

Today we’re talking about the HUD Express Lane initiative.Now, whenever government launches something called an Express Lane, people naturally assume it means the opposite. That’s not what this is. This is not a magic wand. It is not a relaxation of standards. It is not a broad-b ...  Show more

This week Patrick takes a deep dive in the world of Venture Capital with Craig Shapiro, founder and CEO of the New York based Collaborative Fund, which was an early investor in companies like Lyft, Kickstarter, and Reddit. We cover Craig’s investing roots, his process for sourcin ...  Show more

My guest today is Lee Ainslie, the founder of Maverick Capital. Lee started his investing career at Tiger Management where he worked for Julian Robertson. In 1993, he left to start Maverick and has built the firm into one of the top-performing hedge funds of the last 30 years. Le ...  Show more

My guest today is Ricky Sandler, founder of Eminence Capital. Ricky is a hedge fund veteran managing over $8bn of assets across Eminence's strategies. We cover Ricky's evolution as an active investor, why he thinks this is a stock-picker's environment, and what keeps him competit ...  Show more

Hedge Fund Manager and author Jeff Gramm talks with Patrick O'Shaughnessy about the history and current state of shareholder activism and discusses how Jeff invests himself, taking large positions and often board seats in undervalued companies. For comprehensive show notes on thi ...  Show more