Mitsubishi Corporation: A Japanese Trading Company - [Business Breakdowns, EP.156]

Mitsubishi Corporation: A Japanese Trading Co...

Up next

Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]

Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden, Investor at Square Peg’s Global Tech Fund. And while I understood o ...  Show more

How Investors are using AI - [Business Breakdowns, EP.240]

Today we have a special episode breaking down how investors are using AI. This is a question I get from many of you, and while there is no shortage of content on the implications of AI, I know there's an appetite to learn more about tangible use cases, how to make sure you're get ...  Show more

Recommended Episodes

Mike Kerns and Jesse Jacobs - Content to Commerce - [Invest Like the Best, EP. 220]
Invest Like the Best with Patrick O'Shaughnessy

My guests this week are Jesse Jacobs and Mike Kerns, co-founders and partners at The Chernin Group, TCG, a multi-stage investment firm dedicated to building consumer businesses. Many think of TCG as some of the best media investors in the world, and in this discussion, you’ll qui ...  Show more

Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349]
Invest Like the Best with Patrick O'Shaughnessy

Today’s guest is Aswath Damodaran, who is joining us for a second time on Invest Like the Best. Aswath is a Professor of Finance at NYU’s Stern School of Business and is often referred to as the Dean of Valuation for his clarity of thought on the subject. This conversation picks ...  Show more

Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ...  Show more

Ram Parameswaran - Internet Scale Businesses – [Invest Like the Best, EP.207]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Ram Parameswaran, founder of Octahedron Capital. Ram started Octahedron this year after more than 5 years as a partner at Altimeter Capital where he made investments in Square, Bytedance, Pinduoduo, and Udaan. In our conversation we cover the potential for inter ...  Show more