Podcasts about teladoc

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American healthcare company

  • 120PODCASTS
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  • 5WEEKLY NEW EPISODES
  • Dec 28, 2021LATEST
teladoc

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Best podcasts about teladoc

Latest podcast episodes about teladoc

Invest Like the Best
Orlando Bravo - The Art of Software Buyouts - [Invest Like the Best, EP. 257]

Invest Like the Best

Play Episode Listen Later Dec 28, 2021 65:12


My guest today is Orlando Bravo, co-founder and Managing Partner of leading private equity firm, Thoma Bravo. Thoma Bravo manages over $90bn of assets and is best known for investing in software and technology businesses. It was Orlando who led the firm's early entry into software buyouts some twenty years ago, and he has overseen more than 350 software acquisitions since. There are few, if any, people better placed to discuss private equity and software investing. Please enjoy this excellent discussion with Orlando Bravo.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors. With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:36] - [First question] - His belief about an opportunity/capital mismatch in private equity [00:04:26] - Adjusting his own approach to take advantage of seemingly niche opportunities [00:06:13] - Differences between software businesses they invest in versus traditional ones [00:08:25] - Outline of how he runs their four-hour portfolio meetings [00:09:53] - Overview of the very first deal he ever made in the software sector [00:14:01] - The dissonance between the average SaaS company and the ones they try to manage [00:18:22] - Major contributors that allow for their higher margins [00:20:16] - Common mistakes of companies that mis-invest capital for growth only [00:22:28] - Defining what market leader means writ large [00:23:45] - Why the subsector of cyber security is such a good opportunity set [00:26:25] - The evolving nature of the private equity world in general [00:28:41] - Where returns will come from going forward [00:31:47] - How good the opportunity for returns in this style of investing today is [00:35:32] - Lessons learned on knowing when to exit or sell a position [00:37:59] - How short their holding periods can be and how much influence they can have in such a short time [00:40:04] - Surprising things about deal-making that he's learned over his career [00:41:20] - Difficulties and points of frictions in deals that still exist for him today [00:43:11] - What part of the deal-making process he loves the most [00:44:30] - If your job title has a C in it you're not allowed to complain about it [00:46:27] - Deeply held beliefs about operating excellence [00:47:33] - What the word service means to him given everything we've talked about  [00:50:27] - How we do a better job of inviting talent into this space [00:52:51] - How decentralization will define the 2020s and beyond [00:55:48] - What is most interesting about Web3 that might affect cyber security [00:57:42] - Where there is a lack in innovation in private equity today [01:00:45] - Advice for young talent for building their careers [01:03:16] - The kindest thing that anyone has ever done for him

Invest Like the Best
Jenny Johnson - Seven Decades of Investing Expertise - [Invest Like the Best, EP. 256]

Invest Like the Best

Play Episode Listen Later Dec 21, 2021 63:09


My guest today is Jenny Johnson, President and CEO of one of the world's largest asset managers, Franklin Templeton. Jenny joined the business in 1988 and has worked in the organization ever since. In early 2020 she became CEO of Franklin, which now manages some $1.5 trillion. I should, of course, note that I met Jenny as our two firms explored a partnership, which we cemented 3 months ago when we announced that Franklin Templeton would be acquiring O'Shaughnessy Asset Management.   During our conversation, we discuss Jenny's thoughts on leadership, how she manages the needle-moving problem that afflicts many large companies, and the ways in which she sees private markets becoming more accessible to retail investors in the future. Please enjoy this great conversation with Jenny Johnson.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more. -----   At WatchBox, the world's finest watches are at your fingertips with an ever-expanding collection of luxury timepieces, all certified authentic and collector quality. WatchBox's global team of expert client advisors is ready to help you find the watch you've always wanted. Step into the collector's circle at thewatchbox.com/patrick   ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:19] - [First question] - The four P's of leadership and what she thinks are the most important roles of a CEO  [00:06:00] - The difficulty of finding and recruiting great people and keeping them invested  [00:07:18] - Things she looks for in her senior leadership team [00:07:59] - Knowing when to be more or less involved as a leader [00:09:30] - Her takeaways from working in a family-owned business [00:11:20] - Advice she'd give to families who are building businesses together [00:12:06] - Thoughts on the role technology will play in the asset management industry [00:16:13] - Costs and frictions that blockchains could alleviate [00:18:17] - General views on disruption and considering ones position when thinking about the future [00:20:09] - Knowing when to start a project internally or acquire an existing project [00:23:10] - The hardest things about effective M&A decisions [00:23:42] - Overseeing a hybrid model of singular focus between multiple investment groups [00:28:26] - The pros and cons of active management against passive adoption [00:31:15] - Costs and fees in the industry and how they might change in the future  [00:33:04] - Talking to clients when they don't have one specific view on strategy [00:34:57] - When consensus is helpful and appropriate for making important decisions [00:36:10] - Formative experiences in her career that has shaped her worldview [00:38:34] - Managing emotions through seemingly chaotic situations [00:39:13] - The impacts on psychology when being a top performer and an average one [00:41:15] - Managing and adapting strategy when faced with highs and lows  [00:42:55] - Acquiring alternative managers and defining what alternative assets are [00:46:26] - Relevant trends on how capital is pooled and their client base over time [00:47:52] - What is under-discussed in the world of asset management today writ large [00:49:01] - Other leaders she's met or knows that have had her in awe [00:50:30] - What about Cathie Wood has made her story and approach so successful [00:51:38] - How she runs a great board meeting and ways to improve meetings themselves  [00:53:34] - Lessons learned about time management as the leader of a public company [00:54:52] - What purpose means to her  [00:56:18] - Ways we can incentivize young and new people to start investing [00:59:10] - Her favorite things that her dad has taught her and how she'd describe him  [01:00:57] - What has her most excited about the future   [01:01:34] - The kindest thing that anyone has ever done for her

Doppelgänger Tech Talk
#102 Shopify + NFT | Agile | HashiCorp | Teladoc | Nachkaufen |

Doppelgänger Tech Talk

Play Episode Listen Later Dec 18, 2021 65:10


Ein wenig NFT News und agiles Arbeiten der Finanzabteilung. HarshiCorp IPO und ein Teladoc Update. Wann nachkaufen? Kurz und knackig vor der #DoppelgaengerioXMASparty am Dienstag den 21.12. um 21 Uhr auf Twitch. Philipp Glöckler (https://twitter.com/gloeckler) und Philipp Klöckner (https://twitter.com/pip_net) sprechen heute über: 00:08:30 OKR / Agile 00:14:30 pattern bei Schrott-Stocks 00:19:20 HarshiCorp IPO 00:27:37 Teladoc 00:43:00 Him's Her's 00:50:00 Jetzt die Zeit zum Nachkaufen? 00:54:50 Resolve SPAC **Doppelgänger Tech Talk Podcast** Sheet https://doppelgaenger.io/sheet Disclaimer https://www.doppelgaenger.io/disclaimer/ Post Production by Jan Wagener https://www.linkedin.com/in/jan-wagener-49270018b Sponsoring Anfrage https://forms.gle/RDqb8FDFmdgxrwdZ6

Invest Like the Best
Doug Colkitt - The Evolution of Markets - [Invest Like the Best, EP. 255]

Invest Like the Best

Play Episode Listen Later Dec 14, 2021 77:08


My guest today is Doug Colkitt. Doug has spent his career searching for and trading inefficient markets, first at Citadel's high-frequency trading group, then for himself, and then as an operator building CrocSwap - a decentralized exchange or DEX designed to bring modern functionality to crypto markets, which is closer to what large traders have come to expect from a modern electronic market like the NASDAQ.    My interest in market infrastructure has continued to grow since my great conversation with FTX founder Sam Bankman-Fried. So my conversation with Doug covers the evolution of market and trading infrastructure. We unpack the trading stack as it exists today, dive into DeFi's innovations, and explore the new category of single contract DEXs that Doug is creating. After learning so much from Doug about how markets function and how crypto markets should function, I became an investor in his new business via my venture capital firm Positive Sum. Please enjoy this great conversation with Doug Colkitt.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more. -----   At WatchBox, the world's finest watches are at your fingertips with an ever-expanding collection of luxury timepieces, all certified authentic and collector quality. WatchBox's global team of expert client advisors is ready to help you find the watch you've always wanted. Step into the collector's circle at thewatchbox.com/patrick   ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:31] - [First question] - Doug's career and history working with markets [00:08:55] - Defining what a trading stack is  [00:13:41] - How HFT firms are such reliable money-making models [00:16:27] - What's at the cutting edge of traditional markets that provides an edge [00:18:45] - The mechanical parts of infrastructure involved in building an exchange [00:21:00] - Classes of data that matter for operating an exchange [00:22:11] - Capacity and what good returns are as an HFT firm [00:28:45] - Overview of the mechanics of an AMM [00:31:53] - Earning a yield as a liquidity provider [00:33:59] - Other ways to think about AMMs and liquidity providers [00:36:42] - Key players in the AMM space and the evolution of them [00:41:20] - How asset holders can approach DEX tools and be liquidity providers [00:42:55] - The function of an exchange's native token [00:45:25] - Token distribution and how to earn them without buying them [00:48:31] - How you receive payment for providing liquidity [00:51:31] - What CrocSwap will do and what a single contract DEX unlocks [00:57:36] - How CrocSwap is able to do this when other exchanges can't [00:59:27] - What single contracts will improve for users  [01:00:43] - The impact CrocSwap will have for all participants writ large [01:02:28] - Whether or not CrocSwap will cultivate an ecosystem [01:03:30] - What's next for CrocSwap in the near future [01:04:58] - The promise of DeFi and the future of blockchain technology [01:07:04] - Whether or not DeFi is a threat to centralized exchanges [01:09:52] - Defining what MEV is and why it's important for DeFi [01:13:04] - Missing pieces in the DeFi world and how we can address them [01:15:24] - The kindest thing anyone has ever done for him

Invest Like the Best
Bill Gurley and Philip Rosedale - Back to the Future - [Invest Like the Best, EP. 254]

Invest Like the Best

Play Episode Listen Later Dec 7, 2021 76:30


My guests today are Philip Rosedale and Bill Gurley. Philip created Second Life in the early 2000s and helped build it into the largest virtual 3D world ever created at the time. Frequent listeners will recognize Bill, who was an investor in Second Life via Benchmark Capital. During the conversation, we cover the fascinating story of Second Life and the billion-dollar economy that persists through to this day. Bill and Phillip share their key learnings from the experience, including the importance of usability, their views of the current metaverse opportunity, and what excites them most about the current focus on virtual realities. If you're curious about what the metaverse might become, these two experts have seen much of this already and are kind to share their lessons with us. Please enjoy my conversation with Phillip and Bill.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   -----   At WatchBox, the world's finest watches are at your fingertips with an ever-expanding collection of luxury timepieces, all certified authentic and collector quality. WatchBox's global team of expert client advisors is ready to help you find the watch you've always wanted. Step into the collector's circle at thewatchbox.com/patrick   ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:22] - [First question] - The origin story of Second Life and why they created it [00:05:38] - How many people were playing Second Life at its peak, the in-game economy and its growth trajectory [00:06:49] - The interface between the in-game currency and its function for players [00:10:53] - An example of early entrepreneurship and user-created IP in Second Life [00:12:13] - Was technology a rate limiter to success in such an early version of the metaverse? [00:14:35] - What was most exciting about creating it and it's early-stage potential [00:18:23] - Why Unity isn't more adopted by creators and players like Minecraft [00:24:42] - Defining what the metaverse means to each of them today  [00:28:50] - What Discord has taught them about aggregating people digitally [00:33:02] - Simultaneously crossing the digital chasm and the uncanny valley  [00:38:16] - Key differences between games and platforms and the role of purpose [00:42:04] - Why cryptocurrencies and blockchains haven't produced experiences akin to the virtual Travis Scott concert [00:47:13] - Why removing friction and centralizing financial structures can help growth and thoughts on play to earn gaming and user spending [00:53:27] - Digital asset ownership and digital trustless exchanges in the metaverse [00:57:30] - Pros and cons of today's speculative digital asset valuations [01:01:05] - Interesting pockets of opportunity that could benefit the metaverse ecosystem [01:04:28] - How they'd build and construct an ETF with metaverse exposure [01:07:18] - Thoughts on AR and VR and which holds more promise for public adoption  [01:08:02] - Surprising findings about the role audio plays in digital worlds   [01:10:23] - What they're watching most closely in this emergent sector [01:11:29] - Limitations of visual and sonic barriers when recreating real-world interactions  [01:12:42] - The kindest things anyone has ever done for them 

Earnings Season
Analyst Day - Teladoc Health, Inc. - Analyst/Investor Day

Earnings Season

Play Episode Listen Later Dec 6, 2021 244:02


Analyst Day - Teladoc Health, Inc. - Analyst/Investor Day

IoT Dev Chat
Telehealth Sparks a Healthcare Revolution with Teladoc

IoT Dev Chat

Play Episode Listen Later Dec 2, 2021 29:49


Now that the rush to adopt telehealth platforms is over, healthcare providers have a new opportunity to unlock the full benefits of virtual care. In this podcast episode, we learn more about virtual care's ongoing evolution, how telehealth platforms are providing better access to care around the globe, and the new and unexpected applications coming to the forefront. Join us as we explore these ideas with: Yulun Wang,  Distinguished Fellow at Teladoc Health Kenton Williston, Editor-in-Chief for insight.tech Topics discussed include: How telehealth is evolving beyond the pandemic The value of virtual care for mental health New opportunities and areas of improvement for healthcare providers Teladoc's answer to healthcare technology challenges The broader implications of digital health What's next for the digital healthcare space The impact of virtual care technology on healthcare professionals Bringing healthcare to rural areas The future of digital health To learn more about the future of digital healthcare, read Telemedicine: The Future of Health Tech Is Here Today. For the latest innovations from Teladoc, follow them on Twitter at @Teladoc and on LinkedIn at Teladoc Health.

Legally Sound | Smart Business
Business of Healthcare [e316]

Legally Sound | Smart Business

Play Episode Listen Later Dec 1, 2021 53:25


In this episode of Legally Sound | Smart Business by Pasha Law PC, Nasir and Matt cover the Business of Healthcare. There is more to the healthcare industry than just doctors and nurses. Many Americans have health insurance to cover their yearly needs, but most Americans are not aware of what really goes on behind the curtains. From fraud, contracts, staffing, and even the notorious 'Dr. Death', tune in for more details and perspective on the intricacies of the legal world as it pertains to medicine. Full Podcast TranscriptNASIR: All right. Welcome to our podcast. Today, we are talking about the business of healthcare from a legal perspective. That's what we do. I don't think we've had an exclusive healthcare-related topic yet. MATT: It's definitely taken the forefront in pop culture and what people have been talking about the last year and a half. This is Legally Sound Smart Business where your hosts, Nasir Pasha and Matt Staub, cover business in the news and add their awesome legal twist. Legally Sound Smart Business is a podcast brought to you by Pasha Law PC – a law firm representing your business in California, Illinois, New York, and Texas. Here are your hosts, Nasir Pasha and Matt Staub. NASIR: All right. Welcome to our podcast. Today, we are talking about the business of healthcare from a legal perspective. That's what we do. Welcome, Matt. It's been at least a month since I've seen you in person via video. You look good. MATT: Virtually in person, if that even makes sense. Thanks. I try to. It's a better time than it was this time last year. NASIR: That's true. Very true. We're still doing it virtual even though it's 2021 and not 2020, but that also is the nature of being distant from each other as well, I suppose. What have we got today? Well, we're doing healthcare. We are business attorneys, but we also specialize in the business of healthcare. I don't think we've had an exclusive healthcare-related topic yet. Of course, we're really deep in healthcare in Texas and California. And so, a lot of our topics are going to be related to that, but I'm excited for this. MATT: Yeah. Obviously, healthcare has been very primarily featured in the news the last year and a half particularly with what seems to be just an everchanging thing of different rules and regulations that need to be followed. I don't want to get too deep into it because we're going to talk about a lot of those today, but it's definitely taken the forefront in pop culture and what people have been talking about the last year and a half. NASIR: Yeah. I think one of the biggest things that I keep hearing from both current clients and new clients is telemedicine. There have been rule changes on a CMS level. When it comes to what you can and can't do from a telemedicine visit has completely changed since the pandemic has come. The realities of what people are more willing to do now – instead of doing an office visit, doing a virtual visit. I think that consumers have had a paradigm shift in that regard as well. MATT: It touches on what you said at the beginning of this episode. You know, seeing each other virtually. It was just a necessity on what some physicians had to do. It was just a matter of survival. Obviously, there were in-person visits for when it needs to be, but a lot of physicians and other parts of healthcare shifted to that virtual setup just out of they had to do it. NASIR: Right. I mean, I know I've had – both personally and for family members – multiple virtual visits whereas before I don't even think I had one, but let's talk about it. It's actually pretty interesting because the Teladoc model – you can call it a Teladoc model – it's not a unique model, actually. It's a model that many physician practices use in states where they have what's called the prohibition of a corporate practice of medicine. That concept exists in most states of the country – not all – where they want to prevent for-profit businesses that are non-professional...

Ken's Nearest Neighbors
Why She Switched from Data Scientist to Machine Learning Engineer (Mikiko Bazeley) - KNN Ep. 76

Ken's Nearest Neighbors

Play Episode Listen Later Dec 1, 2021 88:18


This episode of Ken's nearest neighbors is powered by z by hp, hp's high compute workstation grade line of products and solutions. Today I had the pleasure of speaking with Mikiko Bazeley. Miki is an informally-taught Machine Learning Engineer, focused on combining 5+ years of experience in data analytics + data science, growth, & engineering to help make machine learning useful by developing tooling, infrastructure, & processes for data scientists at Mailchimp.Prior to Mailchimp, Miki's worked as a data scientist and analyst in a number of industries like solar, 3d modeling software, anti-piracy tech, health tech and real estate tech for companies like Autodesk, Teladoc, WalkMe, etc.In her spare time, Miki mentors, speaks, and writes about her experiences bootstrapping her learning and succeeding without a Master's or PhD. Her goal is to help shatter the myths around breaking into data science and machine learning and encourage public learning through LinkedIn.Both Miki and I come from a mixed Caucasian and Asian homes, and we talk a lot about how finding ourselves between cultures was both liberating and alienating. She also touches on how she was able to find herself after college by treading her own path that her parents didn't quite understand. Finally we touch on how and why she transitioned from data science to machine learning engineering. This is a loaded episode as we also touched on her experience going through a data science bootcamp.

AWM Insights Financial and Investment News
Superpowers of Investing | Brandon Averill, Justin Dyer | AWM Insights #89

AWM Insights Financial and Investment News

Play Episode Listen Later Nov 30, 2021 20:02


To be able to invest like a pro for the long-term you must adopt three investment philosophies:Let Data Drive Investment Decisions This means ignoring chasing the hot stock or crypto of the month and following the data that produces the best returns. Anyone that has chased COVID stocks this year like Robinhood, Peloton, or Teladoc has lost a ton of money. The same is true for those chasing the recent fund performance of Cathie Wood and ARK ETFs (tickers: ARKK, ARKF, ARKG) which have massively underperformed the market index. This same story plays out year after year in the markets and the costs to investors is painful to watch for experienced advisors. A new generation of investors gets sold the same false promise of shortcuts to wealth every market cycle. Stay Long-Term FocusedTime is the greatest superpower in investing. Being patient and ignoring the short-term is always easier said than done. It allows an investor to ignore their FOMO in the greed cycle of markets and suppress their panic when the fear cycle follows. Planning early and understanding how time can greatly benefit your wealth is not easy to understand for anyone yet it is and will always be the biggest driver to wealth creation. Customized Diversification MattersExcessive concentration creates unnecessary risk for generational wealth. Investing according to priorities reduces uncertainty while creating a tailored and superior investment experience.Risk tolerance questionnaires or age based investing philosophies completely ignore what's important to you. This type of investment advice isn't proper planning and does not set you up to create generational wealth.  EPISODE HIGHLIGHTS:(0:47) News: The Omicron variant of COVID has created uncertainty which rocked global stock markets on Friday. This is a big dose of uncertainty and markets react quickly to these type of events.     (1:39) IPO stocks so far this year are below their initial listing price. This is to be expected as the data on buying IPOs is not good for investor's returns.   (3:10) Jack Dorsey has stepped down as CEO of Twitter. (3:45) Being data driven is an investing superpower. This is a principle of investing that should be a part of your philosophy. (4:14) Long-term focus is another superpower. It is natural to overly focus on the short-term. Reframing your mindset to care only about the long-term can be learned and will produce better outcomes.    (5:06) You can't solve heart disease with a weight loss pill at age 65. You achieve better results by starting at a younger age with establishing discipline.(6:57) Why is it so hard to appreciate the long-term.(7:57) A portion of your portfolio should be invested in very risky assets to grow.(8:20) Dave Ramsey telling people to invest everything in equities and nothing in bonds without knowing anything about what they want to achieve in life is idiotic. (9:48) Time is the superpower of investing. Years and years of compounding returns creates exceptional results. Determining what “long-term” is for you is the key. (10:25) Don't wait to plan. Use time to your advantage. (10:54) How time helps with FOMO (Fear of Missing Out).(12:51) Taking your entire salary in Bitcoin is dumb. Excessive concentration of your wealth is never smart and will end badly.(14:07) Just owning bonds isn't customized diversification. High quality bonds owned to meet a priority is how a customized portfolio removes uncertainty. (15:58) Anyone that tells you they can pick the next Tesla is full of it. (17:00) Whether luck or skill created massive wealth is irrelevant. The risk to your priorities is too great to stay over-concentrated in 1 or 2 stocks. This applies to anyone including founders, venture capitalists, stock pickers, early crypto adopters.(18:45) An investment philosophy built with your priorities as the goalpost and invested according to those priorities removes the worry and a more satisfying investing experience along the way to generational wealth. 

Frazis Capital Podcast
Episode #56: Market review

Frazis Capital Podcast

Play Episode Listen Later Nov 29, 2021 49:49


Michael Frazis reviews the market. 1:35 – Fallen angels & Fed balance sheet taper 3:53 – Comments on Coupa 7:26 – Lightspeed 8:35 – Teladoc 13:15 – Twilio 14:40 – Roku 18:10 – Upstart 19:16 – EBR Systems 20:40 – PayPal and Visa 24:52 – Coupang 29:50 – Thoughts on inflation 31:46 – Question #1: Sea Limited 32:12 – Question #2: Comments on mid-cap growth companies that haven't fallen 32:42 – Question #3: Portfolio outlook 36:22 – Question #4: Crypto for payments 38:07 – Question #5: Matterport 38:45 – Question #6: Additional question on Upstart 39:33 – Question #7: Comparison of current revenue multiples to early 2000's 43:40 – Question #8: Update on Regeneron and the Biotech sector 47:51 – Question #9: PayPal vs. Square

Aktienpodcast mit Philipp & Marcel von Modern Value Investing
113 - Black-Friday hier gibt es die wahren Schnäppchen!

Aktienpodcast mit Philipp & Marcel von Modern Value Investing

Play Episode Listen Later Nov 26, 2021 59:47


Diese #Aktien könnten aktuell im Black-Friday Angebot sein! Dazu gibt es wie immer unsere Themen der Woche, die Investmentidee sowie unsere Tops & Flops. Viel Spaß wünscht euch Modern Value Investing. #podcast #aktienpodcast ❌Werbepartner der Woche TopCashback! Jetzt kostenlos anmelden und 15,00 € Anmeldebonus sichern - https://bit.ly/topcashbackmvi

Web3 Breakdowns
A Primer on NFTs - Jesse Walden - [Invest Like the Best, Replay]

Web3 Breakdowns

Play Episode Listen Later Nov 23, 2021 47:07


Today we are re-sharing my Invest Like the Best conversation with Jesse Walden from March 2021.  Jesse is the founder of Variant, an early-stage venture firm investing in crypto networks and platforms building the ownership economy. With all the hype surrounding NFTs, I wanted to talk to Jesse about them, given his background in the music industry and his focus on the creator and ownership economy. The conversation did not disappoint. We discuss the basics of what an NFT is, what new creative paradigms they might unlock, and where we are in the NFT hype cycle. I hope you enjoy this discussion with Jesse Walden. For the full show notes, transcript, and links to mentioned content, check out the episode page here.   ------ This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------ This episode is brought to you by NordVPN. NordVPN is the best VPN to keep your internet experience private.   It has over 5,500 servers in 60 countries to ensure super-fast internet while protecting your information no matter where you are. As working from home and remote work become more prevalent, now is the time to protect your personal and business information without any data logging.   NordVPN works on all popular platforms, including Windows, macOS, Android, and iOS, and supports up to 6 simultaneous connections across your devices.   To get started, go to nordvpn.com/patrick or use code PATRICK to get a 2-year plan plus 1 additional month with a huge discount and a 30-day money-back guarantee.   ------ Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @patrick_oshag | @JoinColossus     Show Notes [00:04:19] - [First question] - Simple definition of an NFT [00:05:22] - What distinguishes NFTs from each other [00:06:24] - The value chain of a song, and who owns it [00:12:07] - Monetization and royalties on traded tokens [00:15:02] - Consumer incentives for purchasing NFTs [00:19:19] - Long-term passive income and media legos [00:22:23] - Technical breakdown of minting, hosting, and storing tokens [00:24:28] - Verification of token ownership on the blockchain [00:25:58] - NFT marketplaces and aggregators [00:27:06] - Opensea.io  [00:27:21] - Foundation.app  [00:29:46] - Innovations inspired by the NFT explosion [00:31:01] - Mirror.xyz  [00:32:26] - NBA Topshot [00:32:57] - Crypto Punks [00:23:24] - Nifty Gateway [00:34:30] - Physical cultural assets in the digital landscape [00:36:02] - Legacy brands exploring digital goods and tokenized ownership [00:38:37] - NFTs becoming the port of entry of all media [00:39:39] - An ownership economy in second generation internet platforms [00:41:02] - Uniswap [00:42:41] - The “hype cycle” of NFTs and incoming market correction [00:44:18] - Lessons for investors in the NFT space [00:45:15] - Lessons for buildings in the NFT space [00:45:54] - Resources to continue learning about NFTs [00:45:54] - NFTs make the internet ownable by Jesse Walden [00:46:20] - NFTs and a thousand true fans by Chris Dixon [00:46:13] - A beginner's guide to NFTs by Linda Xie

Web3 Breakdowns
The Potential of Blockchain Technology - Chris Dixon - [Invest Like the Best, Replay]

Web3 Breakdowns

Play Episode Listen Later Nov 22, 2021 73:00


Today we are re-sharing our Invest Like the Best episode with Chris Dixon from April 2021. Chris is one of the leading minds in Web3 and a must-follow for anyone in the space.   Chris is a general partner at Andreessen Horowitz, and a prolific investor and thinker, having been both an entrepreneur and angel investor. He is now focused on investing in the crypto and blockchain space for Andreessen. Our conversation focuses on Chris's overall thesis for investing in the cryptocurrency space, the opportunities and limitations of blockchain applications, and why this is the most interesting area for investing and building over the next ten years. What's exciting to me is blockchain technology's ability to help us re-imagine old business models and catapult them into the 21st century – and we cover a lot of them. I hope you enjoy my conversation with Chris Dixon.   For the full show notes, transcript, and links to mentioned content, check out the episode page here.   ------   This episode is brought to you by Canalyst. Canalyst is the leading destination for public company data and analysis. If you've been scrambling to keep up with the deluge of IPOs and SPACs these days, Canalyst has models on Coinbase, Roblox, Qualtrics and everything in between. Learn more and try Canalyst for yourself at canalyst.com/patrick.   ------   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @patrick_oshag | @JoinColossus     Show Notes [00:03:56] - [First question] - His overall crypto investing philosophy [00:06:37] - New opportunities presented by blockchain technology [00:15:31] - Permanent limitations and shortcomings of blockchains [00:18:32] - Evolution of DeFi and crypto currencies [00:21:11] - Whitepapers: Bitcoin, Ethereum, MakerDAO  [00:22:08] - How to take out a loan using the Maker protocol [00:23:22] - Utility of Dai and stablecoins [00:29:14] - How the DeFi network will reinvent the future [00:39:53] - Uniswap, tokens, and fundamentally redefining leverage [00:36:29] - The Company: A Short History of a Revolutionary Idea [00:38:00] - Developer and entrepreneurial incentives for building blockchain technology [00:39:46] - BitClout, Rally and the early days of social tokens [00:46:38] - Demand curve and value creation efficiency in a digital creator economy [00:47:24] - NFTs and a Thousand True Fans [00:54:49] - Polkadot, Solana, Cosmos and programmable blockchains [00:58:03] - The most exciting moment for him in the last year [01:00:19] - Decentralized autonomous organizations [01:02:46] - The single thing that has him most excited about the future of this space [01:05:18] - The Next Big Thing Will Start Out Looking Like a Toy

Pounding The Table
EP 48: Bear Market Coming | Is Teladoc on Life Support | SweetGreen IPO Feat @DaveMilhouse

Pounding The Table

Play Episode Listen Later Nov 20, 2021 54:39


@AviNMash and @AnthonyOhayon are joined by fellow pounder @Reilly_McAdams and special guest @DaveMilhouse to discuss end of the year Bear Market?  Bring back a forgotten favorite Teladoc $TDOC ,and Reilly shares why he loves Sweetgreen

Order Up
Healthcare Access in the Hospitality Industry

Order Up

Play Episode Listen Later Nov 8, 2021 26:22


Over the past 18 months, healthcare has been a focal point of conversation as a result of the ongoing COVID-19 pandemic. Often, the barrier to receiving healthcare isn't just affordability, but accessibility as well.  Today on Order Up, Kimberlee Vandervoorn, Vice President of Consumer Solutions at UnitedHealth Group, joins us to discuss the number of reasons hospitality workers are at an increased risk of health concerns and how UHG is creating access to healthcare resources with programs like Teladoc. (01:12) - Something for everyone (02:09) - The state of health and wellness (04:42) - Barriers to healthcare (10:00) -https://restaurant.org/membership/reopening-marketplace/teladoc ( Teladoc) (18:11) -https://www.activeminds.org/ ( Active Minds) (23:14) - There is help out there This podcast is not intended to provide medical or legal advice.  Given the rapidly evolving nature of the pandemic, guidance may change as our understanding of unique challenges that COVID-19 poses within each country, state, and locality evolves. The views expressed in this podcast are solely those of the speaker and do not necessarily represent the opinions of the National Restaurant Association (Association) and its affiliates. The Association does not warrant or guarantee the accuracy or suitability of any information offered, and the listener is encouraged to do their own research and consider the applicability and suitability of the information provided for their own individual circumstances. If you'd like to receive new episodes as they're published, please subscribe to https://www.restaurant.org/events/learning/podcasts/order-up (Order Up) in https://podcasts.apple.com/us/podcast/order-up/id1511211971 (Apple Podcasts), https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9IcFhHRHhqVQ (Google Podcasts), https://open.spotify.com/show/3SOAkud8tkbaLCaU8W4Ne5 (Spotify) or wherever you get your podcasts. If you enjoyed this episode, please consider leaving a review in https://podcasts.apple.com/us/podcast/order-up/id1511211971 (Apple Podcasts). It really helps others find the show. https://www.dante32.com/ (Podcast episode production by Dante32.)

Earnings Season
Teladoc Health, Inc., Q3 2021 Earnings Call, Oct 27, 2021

Earnings Season

Play Episode Listen Later Oct 29, 2021 62:52


Teladoc Health, Inc., Q3 2021 Earnings Call, Oct 27, 2021

Invest Like the Best
Alex Rampell - Investing in Operating Systems - [Invest Like the Best, EP. 248]

Invest Like the Best

Play Episode Listen Later Oct 26, 2021 77:31


My guest today is Alex Rampell, General Partner at Andreessen Horowitz. Alex has a long history in fintech, having co-founded six companies in his career, including Affirm and TrialPay. During our conversation, we cover Alex's framework for positive selection in investing, why the best investments are often operating systems or systems of record, and Alex's views on the future of fintech. For those that have listened to our Business Breakdown on Visa with Alex - you know the intellectual horsepower he brings to every discussion. This conversation is no exception.    For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   ------   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   This episode is brought to you by Hall Capital Partners. Hall Capital is always looking for exceptional investment talent at any stage and size, so if you are raising capital or looking for a career change in the San Francisco or New York areas, you should check them out at hallcapital.com or e-mail at invest@hallcapital.com.    ------   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:32] - [First question] - Lean into positive selection and avoid adverse selection [00:07:48] - Thoughts on growing capital formation in private markets [00:14:01] - Why it's useful for investors to think in terms of bonds and call options instead of equity [00:18:39] - Doing more with less and hunting for operating systems to invest in [00:28:08] - His views on infrastructure and the presentation layer conundrum [00:33:32] - The sequencing involved in building an operating system over time [00:40:11] - Rise of the creator class and the coming tailwind post-cloud technology; the rise of the solopreneur  [00:43:32] - The pig joke and his thoughts on the FinTech space [00:47:47] - Big financial services functions that will be embedded in non-financial businesses [00:51:07] - Deciding which functions and financial services models are most attractive [00:57:01] - What a shift towards data and FinTech might unlock for the world writ large [01:02:40] - How to improve payment profits by reducing credit rates [01:04:12] - The threat that Buy-Now-Pay-Later companies pose to Visa and Mastercard [01:12:17] - How the struggle between distribution and innovation continues to change [01:15:04] - The kindest thing that anyone has ever done for him 

Talking HealthTech
185 - Innovative care delivery models: virtual healthcare; Joe Cain, Philips ANZ & Darren Reynolds, TelaDoc

Talking HealthTech

Play Episode Listen Later Oct 25, 2021 22:46


At the time of recording this episode, it was announced that Phillips; a global leader in health technology, signed a new partnership with Teladoc health; a global leader in virtual care.  The partnership is positioned as a unique way to deliver comprehensive virtual health care solutions across healthcare facilities, enabling virtual care delivery across entire organisations. In this episode we speak with Joe Cain from Philips and Darren Reynolds from Teladoc about the exciting new partnership, and what it might mean for virtual care delivery in Australia and New Zealand in the near future.   Check out the episode and full show notes here. To see the latest information, news, events and jobs on offer at Philips ANZ, visit their Talking HealthTech Directory here. Or similarily, check out Teladoc's Talking HealthTech Directory here. Loving the show?  Leave us a review, and share it with some friends, become a THT+ Member for early release, ad free and bonus episodes of the podcast, access to our online community forum, and free tickets to our quarterly summits.  For more information visit here.

The No Normal Show by ReviveHealth
Revive's rundown on HLTH 2021

The No Normal Show by ReviveHealth

Play Episode Listen Later Oct 22, 2021 34:51


TakeawaysGetting a feel for HLTH 2021Revive's Gale Pryor and Brennan Mason joined our team on The No Normal Show to share their takeaways from this year's HLTH conference in Boston, Massachusetts.The purpose of the event is to bring everyone in the health ecosystem to reimagine healthcare delivery. Brennan and Gale found that the ecosystem has more players than ever.A good mix of organizations attended, including Amazon, AARP, Fidelity, AHA, IBM Watson, Maven, Philips, ResMed, Teladoc, Verizon, Vertex, CVS, Walmart, Zoom, Optum, Oak, Cigna, Aetna, Humana, and the Blues+.HLTH orchestrated an indoor event of 6000+ attendees while ensuring that everyone in attendance was vaccinated or had tested negative within the last 72 hours of the conference. They made COVID-19 testing accessible in the lobby. The reinvention of primary care Primary care is attracting heated discussions because many of the core themes in healthcare transformation are coming together in primary care.Amazon Care is expanding its virtual and hybrid primary care service beyond its employees, offering other employers a covered benefit in selected cities.UnitedHealth is rolling out a virtual-first primary care product, NavigateNow, to select employers with self-funded plans in nine markets, expanding to 25 markets by the end of 2022.Primary care is a strangely heated space. This year, Rushika Fernadopulle of Iora Health clashed with serial entrepreneur Adrian Aoun of Forward about tech-based primary care. Adrian equated the entrance of pharmacy retailers to "wanting an iPhone and being sold a Motorola."Our hosts found that Adrian came across as disconnected from the reality of primary care and that retailers like Walgreens, CVS, and Walmart have advantages like a massive physical presence, logistical network, longitudinal understanding of consumers, and high net promoter scores. Digital health, of course Digital health has always been the focus of HLTH, but this year was less about an incoming digital revolution and more about the ways different players collaborate and integrate solutions.Walmart Health put it well: It's not just about going digital; it's about having different mechanisms for different consumer preferences.Hybrid care was widely recognized as a critical element in appealing to consumer preferences and building trust.Much of the conversation was focused on chronic care management and wellness, with Noom, Thirty Madison, Big Health, and Everly Health all present. The goal of digital tools in this space is to become a reimbursed benefit.If healthcare delivery wants to transform healthcare delivery, organizations need to take the lead. To lead healthcare delivery, organizations need to change their business model from a pipeline to a platform where all players can connect to your health system.Plans + employers + digital health As employers take a more proactive role in workforce health, plans seem to be reinventing care delivery using digital health and the workplace to do it. As Divya Paliwal, Chief Clinical Transformation Officer of Horizon BCBS said, "How can we use these dollars better than shelling out to a hospital ED or ICU?"The drivers of the growth in digital health are plans and employers. And employers are moving away from PPO, and high deductible plans to incent healthy behaviors – the key focus of digital health tools.In a world of remote work, benefit offerings become even more important. When features of physical workspace become irrelevant, benefits are essential in recruiting and retention.Employers are certainly stepping up to improve access to health solutions through employee benefits, but this only intensifies the division between the "haves" and "have nots" by excluding small businesses and the unemployed.

Stock Club
Zillow Hits The Brakes On iBuying

Stock Club

Play Episode Listen Later Oct 22, 2021 27:03


Despite being the fastest-growing segment of its business, Zillow has now paused all home buying until the end of the year. Is this a Zillow problem or should we be worried about the wider real estate market?   In this episode, we also discuss: Facebook's plans for a metaverse and our suggestions for its new name. The potential of Tesla's Texas insurance product. And the two company earnings we're most looking forward to seeing — Teladoc and Bumble. If you want to catch up with all the latest stuff in MyWallSt, just tap here to start your free trial. MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

Invest Like the Best
Sam Bankman-Fried - Creating a Perfect Market - [Invest Like the Best, EP. 247]

Invest Like the Best

Play Episode Listen Later Oct 19, 2021 74:56


My guest today is Sam Bankman-Fried, founder and CEO of leading cryptocurrency exchange, FTX. In a little over two years, FTX has registered 1.2 million users, grown to facilitate $10.9 billion of daily trading volume, and reached an $18 billion valuation. Prior to FTX, Sam worked at Jane Street Capital before founding a quant trading firm of his own, Alameda Research. At just 29, Sam has packed a lot into a short period of time, and as I'm sure you'll hear, he has a special ability to harness uncertainty and think deeply across a range of topics.   In our discussion, we cover the building blocks of a perfect market, the key areas of inefficiency in today's exchanges, and Sam's north stars of product design and effective altruism. We also talk about fairness in crypto markets, how FTX thinks about user acquisition, and derivatives as key enablers of properly functioning markets.   Please enjoy my great conversation with Sam Bankman-Fried.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   ------   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   This episode is brought to you by Hall Capital Partners. Hall Capital is always looking for exceptional investment talent at any stage and size, so if you are raising capital or looking for a career change in the San Francisco or New York areas, you should check them out at hallcapital.com or e-mail at invest@hallcapital.com.  ------   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:57] - [First question] - What motivates him and what the true north of his vision is [00:07:12] - Evaluating the impact of well-functioning markets and philanthropic spending [00:11:55] - The key functions and building blocks of a perfect market [00:14:59] - Who pays $50 million to access fiat market order books [00:21:49] - What is valuable about having access to order book data [00:25:41] - Assessing and understanding the state of fairness in crypto markets today [00:31:51] - Can crypto only move as fast as the fiat system keeps up [00:32:43] - The advantages and disadvantages of stablecoins and USDT [00:34:46] - How much fiat inflow there is into crypto markets and exchanges today  [00:37:36] - What it is about cryptocurrency exchanges that are so appealing to him  [00:42:21] - Building in a dynamic world and deciding the sequence of problems to solve [00:45:12] - Whether or not the US is on the wrong side of crypto and countries competing for healthy regulatory environments in this emerging asset class [00:47:25] - Thoughts on centralization and what being decentralized unlocks [00:50:22] - Why derivatives are such a key function of properly functioning markets [00:52:38] - The competitive landscape between derivatives and exchanges [00:54:35] - Spending marketing dollars and paid acquisitions for FTX [00:57:30] - The growing trend of user-generated content becoming user-generated assets  [01:02:24] - How many layer one blockchains we'll need and the competition for dominance [01:05:18] - Thoughts on Bitcoin as the pioneer of the space and how relevant it still is [01:06:26] - Possibly reaching a state where everything happens on-chain [01:08:23] - What he means when he says he has more RAM than hard drive space [01:09:39] - Amassing wealth insanely fast and whether or not it affects him [01:10:26] - Important things to consider in this rapidly growing space [01:12:02] - A decision he made while respecting the power laws that govern us [01:13:10] - The kindest thing anyone has ever done for him

The 7investing Podcast
Health Care's Hi-Tech Future With ROBO Global's Nina Deka

The 7investing Podcast

Play Episode Listen Later Oct 12, 2021 33:54


America's health care bill may cost us $4 trillion a year. But at least we're getting more efficient. Technological advances are improving several of health care's most serious issues. Oncology diagnostics are now able to detect earlier-stage cancers before patients even begin showing symptoms. Remote monitoring is taking vital signs of the elderly without them ever needing to step into a hospital. The COVID vaccine is renewing our focus on mRNA, genomic sequencing is unlocking personalized treatments, and spatial biology is quickly capturing the full attention of the medical community. But due to heavy regulations and the specialized nature of the work, isn't the health care industry also notoriously slow to embrace innovation? Will these exciting new technology improvements actually pay off for forward-thinking investors? To help us answer those questions, we've brought in a health care expert. Nina Deka is a senior analyst for ROBO Global, where she contributes to the firm's health care technology index that carries the ticker "HTEC". Nina has spent her career either working in or covering the health care industry, and she is well-versed in the ways of how technology can improve it. In an exclusive interview, Nina spoke with 7investing CEO Simon Erickson about several of health care's most important developing trends and the specific companies that investors might consider as opportunities. Publicly-traded companies mentioned in this interview include Akoya Biosciences, Exact Sciences, Illumina, Invitae, Moderna, Pacific Biosciences of California, Teladoc, and Vocera Communications. 7investing's advisors or its guests may have positions in the companies mentioned. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message Support this podcast: https://anchor.fm/7investing/support

Invest Like the Best
Nick Neuman - Becoming Your Own Bank - [Invest Like the Best, EP. 246]

Invest Like the Best

Play Episode Listen Later Oct 12, 2021 63:57


My guest today is Nick Neuman, CEO and co-founder of Casa. Casa helps bitcoin investors and owners keep their digital assets safe from loss or theft by providing managed self-custody services. In our discussion, we cover the history of asset custody from ancient temples to decentralized ledgers, look at the mechanics of how private keys work, and explore why people are better off holding the keys themselves. We then dive into the future of digital wallets as gateways into our virtual lives, what's interesting about identity authentication more broadly, and whether these innovations may lead to unintended consequences. Please enjoy this great conversation with Nick Neuman.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   ------   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   This episode is brought to you by Eight Sleep. Eight Sleep's new Pod Pro Cover is the easiest and fastest way to sleep at your perfect temperature. Simply add the Pod Pro Cover to your current mattress and start sleeping as cool as 55°F or as hot as 110°F. To embrace the future of sleep and get $150 off your new mattress go to eightsleep.com/patrick or use code "Patrick".   ------   Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:23] - [First question] - The history of asset custody [00:07:56] - What private keys are and their role in financial security  [00:12:21] - Overview of storing a token in a wallet and accessing with a private key  [00:15:28] - Thoughts on private keys through the lenses of convenience and safety [00:18:49] - Solving both self-custody of assets and peace of mind [00:21:39] - How the user experience will feel once self-custody is properly developed [00:24:11] - Why asset custody is so interesting and what a perfect scenario unlocks [00:27:05] - Is the DeFi ecosystem an early manifestation of a self-custody financial system  [00:28:57] - Ways Casa is planning to become a convenient and diverse platform for users [00:32:16] - The role wallets will play in the future of a digital world [00:34:56] - Forms of authentication that are most appealing in creating a seamless user experience [00:37:39] - Overview of what hardware wallets are and how they work [00:40:17] - Different security options that Casa offers from the simplest to the most secure [00:44:51] - How many crypto holders there are and how many use self-custody [00:47:31] - The craziest security set up around Bitcoin he's ever heard of  [00:48:49] - What the most ideal outcome for Casa looks like in the coming decade  [00:51:26] - Thoughts on the competitive landscape and potential growth challenges  [00:53:07] - Important aspects of the crypto ecosystem other than security   [00:55:49] - How empowered people feel when they successfully adopt self-custody [00:57:13] - Whether or not there are ways that the current centralized system is more secure [00:59:58] - Thoughts on offering a way for users to display they are protected by Casa  [01:01:31] - The kindest thing anyone has ever done for him  

Invest Like the Best
Jenny Lefcourt - The Go-to-Market Motion - [Invest Like the Best, EP. 245]

Invest Like the Best

Play Episode Listen Later Oct 5, 2021 61:32


My guest today is Jenny Lefcourt, an equal General Partner at seed-stage venture firm Freestyle Capital, where she manages $450 million in seed investments. Jenny has been engrained in the tech world since the early days of the internet. She dropped out of her Stanford MBA program to co-found online wedding registry startup WeddingChannel.com with classmate, Jessica Herrin, which was subsequently acquired by The Knot. During our conversation, we cover Jenny's investment frameworks, why she believes a deep understanding of the customer is key for founder success, and what makes great go-to-market strategies. We also touch on some of Jenny's favorite market themes around technology for the aging population, the future of work, and the growing low-code/no-code market. Please enjoy my conversation with Jenny Lefcourt.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   ------   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   This episode is brought to you by Eight Sleep. Eight Sleep's new Pod Pro Cover is the easiest and fastest way to sleep at your perfect temperature. Simply add the Pod Pro Cover to your current mattress and start sleeping as cool as 55°F or as hot as 110°F. To embrace the future of sleep and get $150 off your new mattress go to eightsleep.com/patrick or use code "Patrick".   ------   Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:24] - [First question] - Her background and some formative experiences that lead her to where she is today [00:08:38] - Common patterns of desirable founders when it comes to customer focus [00:09:50] - Her investing framework for evaluating and deciding which companies to invest in [00:12:32] - Innovation and adoption in the technology sector for the older generation [00:15:11] - The biggest jobs to be done in this space currently today [00:17:33] - Cultural differences in how the West views and treats their elderly [00:21:02] - Business model options for turn-key apartments offered by UpsideHoM [00:22:48] - Other categories and potential opportunities in tech geared towards the elderly [00:24:59] - What you need to do differently when building products for the elderly [00:27:32] - How she learns about a new prospect's go-to-market approach and reverse engineering an action plan to execute it [00:32:03] - Founders, You Want to Sell Viagra [00:33:33] - Selling transformation and an overview of this idea with BetterUp [00:36:30] - Her thoughts on how the world and the future of work might change  [00:41:14] - Interesting approaches to improving the onboarding and recruiting process [00:43:24] - The emerging movement of low code/no code tools [00:46:58] - How she as an investor adjusts as the world becomes more digitally connected [00:49:02] - Ways her life has most dramatically changed over the past few years [00:51:33] - Lessons learned from her time at All Raise [00:53:40] - Outstanding and remaining barriers to inclusive and diverse teams [00:58:47] - The kindest thing anyone has ever done for her

Pounding The Table
Chris Perruna | NFT | Solana | Teladoc | Twitter | BTC | ETH

Pounding The Table

Play Episode Listen Later Sep 27, 2021 86:14


Peak Life Capital Presents "Pounding The Table" A podcast by Anthony Ohayon and Avi Mash about The Stock Market, The Art of Options Trading. Each week we take a look at the news and interpret the impact on the financial markets$TWTR $SOL $TDOC $APPS $SMFR $ARKG $BEAM $NTLA $SHCR“Big Moves” was created by music startup SongwriteClubs Andrew Fink (@iamandrewfink) and Stige (@callmestige) and produced by The Pushers (@thepushers). 

Marathon Money - Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Marijuana Stocks, Cannabis Stock, Blockchain

Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 and @wincreaseteam Twitter @camboni11 and @kenndrickcolin and @wincreaseteam In this episode of Marathon Money, we talk about electric car stocks, Door Dash, Teladoc price predictions and more. MarathonMoneyPlus.com

Stock Hypers podcast
Space X Launches to Orbit - Dutch Bros goes to the Moon!

Stock Hypers podcast

Play Episode Listen Later Sep 16, 2021 56:36


Dutch Bros Coffee launches their IPO and Space X launches normals into space! Hype or Hate   Danny: DigitalOcean, Vimeo, Teladoc                          Bryan: MGM, Apple, Cook Stock Hypers are amateur investors talking about stocks, wall street, business and the markets from a completely uninformed, unprofessional, sometimes nonsensical perspective. Danny and Bryan both are not recommending or pressuring you to buy any stock. If you take their advice you may lose money, your reputation and all your friends. This is meant for pure entertainment and listening pleasure. (Even if all our stocks go skyrocketing in value and we become zillionaires it's best that you, the listener, keep your money in your pocket. We may sound like geniuses but we are just regular Joes) You are forewarned.

What is UX?
S3E6 Designing for Health-tech, an interview with Director of Product Design at Teladoc, Jen Byyny

What is UX?

Play Episode Listen Later Sep 1, 2021 36:04


Jen Byyny is a leader in tech/product design with over 17 years of experience. She has over 7 years of design leadership experience and 10+ years of hands-on professional design experience focused on software/Saas, analytics and media experiences for business and consumer audiences with strong management experience, design-thinking methodologies, design system knowledge, user research and product insights, plus a love for innovation through storytelling and design. She had led teams focused on product design, branding, AI, data analytics, fin-tech, health-tech, media and enterprise tools across multiple platforms.In this episode, we talked about:How did Jen get into design?Her journey in designing for techWhat is Teladoc Health and how it serves people?Jen's role as Director of Product Design in TeladocThe transition from graphic design to software design information designJen's advice for people who are transitioning into designCareer growth after transitioningJen's career at YahooWhat is a good design for Jen?And MUCH MORE!Links and ResourcesVisit our website: https://whatisux.co/Connect with Jen - They are hiring various levels in Product Design at Teladochttp://bebraver.org/ https://www.teladochealth.com/ https://venettasbakedgoods.com/ 

Invest Like the Best
Scott Malpass - Building a Great Endowment - [Invest Like the Best, EP. 241]

Invest Like the Best

Play Episode Listen Later Aug 31, 2021 62:05


My guest today is Scott Malpass. Scott was the CIO of Notre Dame's endowment for 32 years and has always been a pioneer at the forefront of the endowment investing world - leading Notre Dame's early investments into Sequoia as well as some of the premier fund managers in China decades ago. Scott built the endowment into a powerhouse, scaling it from $400 million to over $12 billion of assets under management across 175 managers. In our conversation, we talk about the qualities he looks for in great investors, how asset classes have evolved over his 30 years of investing, and how Scott recruited top talent to work at Notre Dame's endowment. Scott is clearly on the Mt. Rushmore of institutional investors, and I'm lucky to consider him a mentor and a friend. I hope you enjoy this great conversation with Scott Malpass. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ------   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors. With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   This episode is brought to you by Hall Capital Partners. Hall Capital is always looking for exceptional investment talent at any stage and size, so if you are raising capital or looking for a career change in the San Francisco or New York areas, you should check them out at hallcapital.com or e-mail at invest@hallcapital.com.    ------   Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:54] - [First question] - Finding his way to investing and Notre Dame [00:06:11] - Key milestones of running their endowment for so long [00:07:58] - What an endowment model is and how it's evolved [00:10:30] - The ingredients that unite their shared successes [00:11:46] - His philosophy on building a differentiated investing team [00:13:11] - How he approached talent identification when hiring new managers [00:15:39] - The importance of understanding who someone was before they became an investor [00:17:12] - Episode: Steve Mandel, Investing Behind Change [00:17:28] - Whether or not someone has a reliable and solid core [00:19:03] - Differentiating between self-confidence and an over-inflated ego [00:20:27] - Evaluating real investing skills in an individual [00:21:44] - The most memorable major early partner he brought on to the endowment [00:23:14] - What made Don Valentine and Sequoia so special [00:24:21] - Forcing good long-term incentive alignment with a firm [00:26:35] - What makes a GP exceptional in how they treat LPs [00:28:01] - How many managers actually have the ability to create alpha [00:29:24] - His thoughts on venture capital and how he's seen it evolve [00:32:40] - The role private equity played in his success and how it's changed over the years [00:34:36] - Why diversify when managing such a large pool of capital [00:35:58] - Public equity as an area of opportunity relative to private and venture capital [00:38:08] - Bonds in an endowment and high net worth family offices [00:39:32] - Whether or not equities are still appealing [00:40:20] - Lessons from investing in China so early in his career  [00:42:59] - What he's learned about effective leadership from leading the team at Notre Dame [00:44:54] - Advice on building your own basic portfolio [00:47:03] - Portable classroom lessons that lend themselves to effective teaching [00:48:28] - Why it's important to do team-building exercises and off-sites [00:50:07] - His thoughts on cryptocurrency and how others should think about it [00:51:52] - Students that he's most proud of across his career [00:54:56] - Ways you should spend your 20s if you want to become a great investor [00:55:49] - What's on the horizon for him over the coming years [00:57:55] - The kindest thing anyone has ever done for him  

Best of US Investors's Podcast
Is Now The Time To Buy Teladoc Stock?

Best of US Investors's Podcast

Play Episode Listen Later Aug 26, 2021 17:23


In this video, I'll share with you the role that Teladoc will play in the Healthcare Revolution, and why Teladoc stock is ARK's second-largest holding.Welcome back, tribe members! Today I'm discussing "Is Now The Time To Buy Teladoc Stock?". If you enjoy this video feel free to SUBSCRIBE! Make sure to follow me on social media for even more coverage of the stock market.The Power of a Tribe: https://www.amazon.com/dp/B096TWBDM3/...Get Surfshark VPN at  https://surfshark.deals/INVESTORS and enter promo code INVESTORS for 83% off and 3 extra months for free!  Follow Me: Facebook: https://www.facebook.com/BestofUSLLC/Instagram: https://www.instagram.com/bestofusinv...Twitter: https://twitter.com/BestOfUsInvestSubscribe:https://www.youtube.com/channel/UC-hq...Help Kerry and Nita win the race against Childhood Cancer and keep their daughter Shay's memory alive. Your support makes a direct impact in the fight against Pediatric Cancer at Children's of Alabama by helping advance research in finding a cure for cancer. http://give.childrensal.org/bestofusWe have Up-Graded Our Discord: Kerry's Portfolio, Trades and InsightsThis is the new link: https://discord.io/bestofus. It is now organized by topics and will be easier to navigate and communicate.

Invest Like the Best
Renata Quintini and Roseanne Wincek - Investing at the Supercritical Stage - [Invest Like the Best, EP. 240]

Invest Like the Best

Play Episode Listen Later Aug 24, 2021 61:47


My guests today are Renata Quintini and Roseanne Wincek, co-founders and managing directors of Renegade Partners. Before launching Renegade, Renata and Roseanne were partners at high-profile VC firms, Lux Capital and IVP.    During our conversation, we explore their careers and what led them to launch Renegade. We cover what it means to invest at the “Supercritical Stage” in venture and dive into a variety of topics around this theme. We then discuss their investing philosophies more broadly, covering what best-in-class talent pipelines look like, what quality revenue means to them, and what worries them most in search of businesses with outsized potential returns. I think this episode highlights that even as competition in venture has intensified - the best VC partners can offer more than just capital.  I hope you enjoy my conversation with Renata and Roseanne.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   ------   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   This episode is brought to you by Hall Capital Partners. Hall Capital is always looking for exceptional investment talent at any stage and size, so if you are raising capital or looking for a career change in the San Francisco or New York areas, you should check them out at hallcapital.com or e-mail at invest@hallcapital.com.    ------   Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:57] - [First question] - What the process of starting a new investment firm was like [00:05:22] - Why the world needs another venture firm [00:06:48] - The biggest takeaway from Renata's experience at a start-up Venture firm [00:07:51] - The inspiration for Renegade [00:11:48] - The most common mistakes made in the early stages of a company [00:15:14] - Key items to look into first when evaluating companies  [00:18:04] - Internal superpowers: helping a founder use their strengths [00:23:46] - Superforecasting: The Art and Science of Prediction [00:24:04] - What makes a good customer call [00:25:44] - How more than one Operating Partner changes the conversation and reveals more [00:27:59] - How businesses have changed in the past few years [00:30:31] - What companies that have good talent pipelines do to set themselves apart [00:35:36] - Lessons learned from working with Coda and its CEO, Shishir Mehrotra  [00:38:12] - Lessons learned from working with MasterClass [00:41:21] - Differentiating between high and low-quality revenue when evaluating a company [00:47:39] - What scares them about investing in outliers [00:51:07] - Improvements made as investors and catalysts for those changes [00:53:48] - Building an organization that will disrupt itself [00:56:43] - The kindest thing anyone has ever done for them  

Stock Club
Under Armour: Can We Call It A Comeback Yet?

Stock Club

Play Episode Listen Later Aug 20, 2021 29:34


It's been a tough couple of years for Under Armour, but under the reign of new CEO Patrik Frisk, the company has slowly started returning to positive growth. Is it too early to call it a comeback? In this episode, we also: Argue if it's fair to call NIO the 'Tesla of China'  Try to figure out what happened to Teladoc over the past 6 months. Plus, we have some very exciting news — the Stock Club podcast will now be released every week! If you want to catch up with all the latest stuff in MyWallSt — including the new stock we added to our shortlist this week — start your free trial with MyWallSt here. MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.  

Invest Like the Best
Suzanne Ciani - Exploring the Creative Process - [Invest Like the Best, EP. 239]

Invest Like the Best

Play Episode Listen Later Aug 17, 2021 56:34


The intro music you just heard is from my guest today, Suzanne Ciani, an early pioneer of electronic music dating back to the 1970s. As a 5-time Grammy-nominated composer, Suzanne's music can be heard on her solo albums as well as films, games, and countless commercials. Many have argued her Coca-Cola “pop and pour” changed the sound of advertising forever.    During our conversation, we discuss what it means to be an artist, how to evolve away from the need for approval and validation, and the importance of mentors during the creative process. While many of our guests strive to be lifelong learners - Suzanne seems to take this a step further as a lifelong learner and a lifelong creator. I hope you enjoy my conversation with Suzanne Ciani.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ------   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors. With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   This episode is brought to you by Eight Sleep. Eight Sleep's new Pod Pro Cover is the easiest and fastest way to sleep at your perfect temperature. Simply add the Pod Pro Cover to your current mattress and start sleeping as cool as 55°F or as hot as 110°F. To embrace the future of sleep and get $150 off your new mattress go to eightsleep.com/patrick or use code "Patrick".   ------   Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:53] - [First question] - One of her proudest moments early in her life [00:05:18] - What she's learned about originality and its role in the creative process [00:07:24] - Advice for breaking out of a derivative impulse and finding your character [00:09:27] - Going from a classically trained pianist to exploring modular synthesis [00:13:47] - Performing on David Letterman [00:17:55] - What the Buchla is and the sounds it can make [00:23:03] - How much of playing a modular synth is improvisational versus pre-made [00:24:36] - Ways she would design a creative system for other creatives [00:27:38] - What her interface allows her to do and the mechanics of it [00:29:07] - Describing what the core sound elements are that she manipulates [00:32:30] - The role of women in music and how it's evolved over time [00:35:06] - What stands out from her mentorship with Ilse Bing [00:38:16] - Later career creative freedom and what it unlocks for artists [00:39:25] - Her thoughts on the creative process writ large and its components [00:42:10] - Commercial sound design and working with Coca-Cola and Atari [00:44:46] - Observations from a creative life that other artists could benefit from [00:46:11] - Unifying factors across her best performances [00:47:53] - What the future might hold for technology and music [00:50:18] - Where to start when exploring her discography [00:51:17] - The kindest thing that anyone has ever done for her

Invest Like the Best
Sridhar Ramaswamy - The Past, Present, and Future of Search - [Invest Like the Best, EP. 238]

Invest Like the Best

Play Episode Listen Later Aug 10, 2021 77:00


My guest today is Sridhar Ramaswamy, co-founder and CEO of Neeva and Venture Partner at Greylock. After a 15-year career building Google's ad business, Sridhar launched Neeva as an ad-free search engine with a focus on personalization and privacy. During our conversation, we dive into the early days of search and what led to Google's dominance. Sridhar shares his view on the potential end state for ad-based search engines, and how all of his experiences led him to found Neeva. Beyond a great deep dive into the origins of search, this discussion is filled with great lessons about data-driven decisions, the value of partnerships, and balancing revenue opportunities against user experience. I hope you enjoy my conversation with Sridhar Ramaswamy.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ------   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   This episode is brought to you by Eight Sleep. Eight Sleep's new Pod Pro Cover is the easiest and fastest way to sleep at your perfect temperature. Simply add the Pod Pro Cover to your current mattress and start sleeping as cool as 55°F or as hot as 110°F. To embrace the future of sleep and get $150 off your new mattress go to eightsleep.com/patrick or use code "Patrick".   ------   Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:39] - [First question] - Major chapters of the history of search engine technology  [00:09:21] - The early days of the page rank revenue model prior to ads  [00:16:27] - Reputation and quality and how they were applied in Google's early days [00:21:10] - Driving variables of Google's ad model that will drive their business going forward [00:26:48] - Lessons learned about the importance of partnerships while at Google [00:33:26] - What is Neeva and what motivated him to start it in the first place [00:39:11] - Variables in building an ad-free search engine that can compete with Google [00:44:57] - Thoughts on tracking and privacy in the tech world today writ large [00:50:09] - Lessons he's learned about pricing when it comes to software [00:52:58] - Figuring out finding customers when your addressable market is everyone  [00:56:20] - What he's learned about leadership over the course of his career writ large [00:58:05] - What he's learned about identifying candidates and winning them over when it comes to recruiting new talent [01:00:27] - His philosophy on product development in general [01:02:19] - Framing problems in a way that allows you to reach milestones as you build  [01:04:43] - His biggest professional mistake and what he learned from it [01:06:08] - The kindest thing that anyone has ever done for him [01:07:49] - What Bill Campbell brings to mind when he thinks about him

The Canadian Investor
Earnings Roundup - Big tech and canadian logistics

The Canadian Investor

Play Episode Listen Later Aug 5, 2021 30:46


In this second episode of the week, we're doing an earnings roundup because it's earnings season!  We're talking about recent earnings of Alphabet, Teladoc, Microsoft, Apple, Visa, TFI international, Canadian National Rail and Starbucks. Tickers of stocks discussed: GOOG, TDOC, MSFT, AAPL, V, TFII.TO, CNR.TO, SBUX Getstockmarket.com Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital See omnystudio.com/listener for privacy information.

Invest Like the Best
Karen Karniol-Tambour - All Things Macro - [Invest Like the Best, EP. 237]

Invest Like the Best

Play Episode Listen Later Aug 3, 2021 79:02


My guest today is Karen Karniol-Tambour, Partner and Co-CIO for Sustainability at Bridgewater Associates. You will quickly understand why Ray Dalio described Karen as a “vacuum cleaner of learning” - our conversation covered a variety of market themes, and Karen goes deep on each of them. We touch on inflation, monetary policy, currencies, retail investors, ESG, and how each of these levers has become more important for investors to understand. Karen has a rare skill for making complex ideas seem simple, and I love the frameworks she uses to deconstruct big, important issues. She does such a good job of explaining what's changed, why it matters, and what to do about it. I hope you enjoy my great conversation with Karen Karniol-Tambour.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ------   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   This episode is brought to you by Eight Sleep. Eight Sleep's new Pod Pro Cover is the easiest and fastest way to sleep at your perfect temperature. Simply add the Pod Pro Cover to your current mattress and start sleeping as cool as 55°F or as hot as 110°F. To embrace the future of sleep and get $150 off your new mattress go to eightsleep.com/patrick or use code "Patrick".   ------   Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:39] - [First question] - How Bridgewater invests and the experiences that led her there [00:06:47] - What working with Daniel Kahneman felt like and learning his perspective [00:08:09] - An example of holding herself to accumulating and stress testing data [00:10:17] - Important variables to consider when seeking returns in large-scale bets [00:14:18] - What we should be thinking about in terms of inflation as we look to the future [00:20:07] - How she thinks about inflation and how she defines it [00:22:57] - Relevant asset classes that can protect or help diversify against inflation [00:26:14] - What still largely confuses her about inflation and its many facets [00:28:05] - Her philosophy and model for understanding the system of currency [00:33:21] - How investors should think about the US dollar  [00:35:50] - Whether or not owning an unhedged global equity index gives you currency exposure [00:37:07] - The fundamental nature of equity markets and household balance sheets [00:41:37] - Ways the growing wave of retail investors will impact prices and returns  [00:43:53] - How she's evolved her valuation approach given our new investor landscape [00:45:43] - The good and bad roles ESG might play for investors going forward [00:50:36] - Potential concerns around the growing trend of ESG writ large [00:53:51] - Thoughts on the 60/40 portfolio and whether or not it's still worth using [00:55:32] - Designing a default diversified portfolio in light of markets today [00:57:45] - Aspects of the global market economy today people should be talking about more [01:01:15] - Ways she investigates a new topic and how it has evolved over time [01:04:14] - Variables that matter in investment teams and company cultures [01:06:53] - How she would approach cryptocurrency and what's interesting about them [01:09:08] - A rosey and gloomy take of what the world could look like in a decade [01:12:37] - The kindest thing that anyone has ever done for her  

Risky Benefits
Prioritize Mental Health With Teladoc • Risky Benefits S2, Ep. #16

Risky Benefits

Play Episode Listen Later Aug 2, 2021 24:09


Mental health and wellness is an important aspect of our health. From employees to even the most decorated and talented athletes, it is important to prioritize the care you need in order to perform your best.Dr. Desreen Dudley, Psy.D., behavioral health quality consultant, and practicing clinical psychologist, shared that 50% of millennial employees, now the largest generational group in the workforce, want and expect mental health coverage and benefits.For tips on mental wellness improvements, trends, and mental health benefits with Teladoc Health, give this episode a listen.To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.MORE ABOUT OUR GUEST:Dr. Desreen N. Dudley, Psy.D.Teladoc Senior Behavioral Health Quality ConsultantTeladoc.comDr. Desreen N. Dudley, Psy.D., is a licensed clinical psychologist with more than 10 years of experience treating individuals diagnosed with serious mental illness. She is a full-time clinical psychologist treating adults in a community healthcare outpatient setting. She was hired by Teladoc Health in 2016 as a behavioral health quality consultant, and in her capacity, she serves as a mental health provider of therapeutic services to members using the platform as well as a member of the quality management team. 

Earnings Season
Teladoc Health, Inc., Q2 2021 Earnings Call, Jul 27, 2021

Earnings Season

Play Episode Listen Later Jul 29, 2021 62:32


Teladoc Health, Inc., Q2 2021 Earnings Call, Jul 27, 2021

Najarian Podcast
⏱️60 Seconds $BA

Najarian Podcast

Play Episode Listen Later Jul 28, 2021 1:33


Sixty Seconds, you need to know before you go. Jon Najarian here. Take a look at Boeing. Why? because they did put up a surprise profit. Shares are up four percent. Also, take a look at Spotify down, despite the fact that the loss narrowed. People are still selling. It's down three percent. The other stock SHOP and say choppy, higher by about three and a half percent in the pre earnings beat. I've got McDonald's moving up after a 25 cent bid. I've got Microsoft, Apple and Google. Microsoft and Google are up substantially now. Apple is back to unchanged almost from the premarket session hand. Mattel just higher by better than five percent, as well as Teladoc down almost 10 percent. Why? Well, somebody bought a heck of a lot of 160 puts last Thursday. Talked about it with Brian, actually with Frank Holland this morning. And those puts that were purchased for about six and a half bucks hit 28 bucks. Based on where the stock is. I'm Jon Najarian. I'll see you on the Daily Krypto Byte Tune in for Pete at 10:30 on "The Take" and then Three @ Three who sweat. See you then. I already got some Bang!

Invest Like the Best
Marc Andreessen - Making the Future - [Invest Like the Best, EP. 232]

Invest Like the Best

Play Episode Listen Later Jun 29, 2021 79:42


My guest today is Silicon Valley icon, Marc Andreessen. Before co-founding the legendary venture capital firm, Andreessen Horowitz, Marc was an early pioneer of the internet. At age 22, he built Mosaic, the first widely adopted web browser and the technology that underpinned Netscape Communications. Marc was an early proponent of cloud computing, social networks, and the software business model. In each case, Marc seemed to be well ahead of the crowd. During our conversation, we explore how software is making the world better, how slow sectors like education, healthcare, and housing are eating the economy, and Mark's vision of the future for A16Z. Please enjoy my conversation with Marc Andreessen.   Before we transition to the episode, I wanted to highlight our newest series, Business Breakdowns. Each week we do a deep dive into an individual business to understand what makes it great. Find more information on joincolossus.com or search for and sign up to the Business Breakdowns feed on your preferred podcast player.                                           For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ------ This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   This episode is brought to you by Paxos. Paxos offers your customers crypto buying, selling, transferring, and more with easy to integrate APIs. Whether you're a small fintech or a large financial institution, Paxos takes care of everything in the backend – from licensing and compliance to custody and exchange. You can start offering crypto to your customers within months. To learn more, visit paxos.com/patrick.   ------   Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:04:10] - [First question] The ways in which software is eating the world [00:06:25] - The power of transitioning from atoms to bits and its impacts [00:09:57] - Potential downsides and credible concerns as we shift into an automated world  [00:16:00] - Major impediments of productive growth over the coming decades   [00:23:12] - Real change versus false change due to COVID-19 writ large  [00:30:06] - Thoughts on the rising cost of post-secondary education in light of the internet [00:37:03] - Why doesn't Google have their own university and if they might in the future [00:41:30] - Whether or not an entrepreneurial focus on generally slower sectors may produce excess returns [00:44:17] - Thoughts on hardware, its unit economics, and its role in shaping society [00:47:52] - How to think about investing in immensely complicated, large-scale projects [00:54:10] - What they're building at A16Z, a new crypto fund, and where their sights are set [01:03:09] - East coast investing styles and things we can borrow from them [01:06:01] - Potential plans to step into the public equity space  [01:11:09] - Defining why it's time to build and the imperative it sets [01:15:13] - The kindest thing anyone has ever done for him

Invest Like the Best
Howard Marks - Embracing the Psychology of Investing - [Invest Like the Best, EP. 231]

Invest Like the Best

Play Episode Listen Later Jun 22, 2021 58:10


My guest today is Howard Marks, co-founder of Oaktree Capital, a leading investment manager, and one of the world's largest distressed debt investors. In our conversation, we discuss takeaways from the market selloff and rapid recovery in 2020, the importance of assessing both quantitative and qualitative factors in markets, and the benefits Howard has realized from a career of writing. I hope you enjoy this great conversation with Howard Marks.    For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ------ This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   This episode is brought to you by Paxos. Paxos offers your customers crypto buying, selling, transferring, and more with easy to integrate APIs. Whether you're a small fintech or a large financial institution, Paxos takes care of everything in the backend – from licensing and compliance to custody and exchange. You can start offering crypto to your customers within months. To learn more, visit paxos.com/patrick.   ------ Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:40] - [First question] - Ideas he has that he feels will stand the test of time [00:04:39] - Defining the difference between risk and uncertainty and a frame of mind to have around uncertainty as an investor [00:05:31] - Equity and debt investing as the businesses of what could go right or wrong [00:07:01] - How exciting equity up runs can lead to analytical blindspots [00:09:10] - Ways in which the last 18 months stacked up against his market experience [00:11:57] - Ways we can change our model of the world going forward to avoid a crisis [00:15:04] - Why psychology is important to consider over data during market extremes [00:17:46] - Reflections and lessons from discussing the concept of value with his son [00:27:33] - Spirited disagreements he and his son continue to have about markets [00:31:46] - What he's learned about writing well and the utility of doing so [00:40:39] - Lessons that are better experienced in investing than reading about them [00:43:35] - Daring to be great and the willingness to be wrong, alone or different [00:50:24] - Embracing mystery and the joys it can bring [00:53:28] - The kindest thing anyone has ever done for him

Invest Like the Best
John Harris - Resilience and Imagination - [Invest Like the Best, EP. 230]

Invest Like the Best

Play Episode Listen Later Jun 15, 2021 59:40


My guest today is John Harris, Managing Partner of Ruane, Cunniff & Goldfarb, where the flagship Sequoia Fund has an incredible 50-year track record running a highly concentrated portfolio of equities. In our conversation, we cover John's approach to finding businesses that can be owned for the long-term, what goes into their diligence process, and the importance of resilience for investors. I think many of the stock pickers will enjoy many of the points on good management, good businesses, and using imagination. I hope you enjoy my conversation with John.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ------ This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------ This episode is brought to you by Paxos. Paxos offers your customers crypto buying, selling, transferring, and more with easy to integrate APIs. Whether you're a small fintech or a large financial institution, Paxos takes care of everything in the backend – from licensing and compliance to custody and exchange. You can start offering crypto to your customers within months. To learn more, visit paxos.com/patrick.   ------ Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:48] - [First question] - How markets undervalue long-duration growth of companies [00:07:21] - Why should one even do DCFs at all [00:10:01] - Defining homework when studying a business and what getting better as you do your homework tends to look like [00:12:24] - How the market still underestimates how the quality of a company reduces risk [00:15:09] - Reinvestment opportunity and risk and why they're important for long term returns [00:17:14] - Lessons learned owning Google stock options for over a decade [00:22:02] - Skill versus luck when it comes to investing psychology [00:24:32] - Perspectives on big market cap companies in a portfolio when success often comes from smaller-cap non-linear growth  [00:26:47] - Features of the current market landscape that he finds interesting [00:31:24] - What buying behavior looks like in the demand side of the business equation [00:34:10] - Discovering a company that served the customer and was a delight to discover [00:37:58] - Analysing getting one's hands dirty to get a competitive advantage in serving the customer [00:39:24] - The hardest episode of his investing career and what he learned from it [00:43:03] - Reasons why a company succeeded after doing a deep dive but not buying in [00:43:54] - One of the CEOs he finds most remarkable [00:47:20] - Examples of businesses where scale isn't the driver of competitive advantage [00:49:50] - A company they owned that did well but didn't have the strongest company culture [00:50:56] - His view on the investment industry today writ large [00:52:16] - Ways investors could expand their imagination when analyzing businesses [00:53:07] - The kindest thing anyone has ever done for him

Invest Like the Best
Gabriel Leydon - Designing Digital Economies - [Invest Like the Best, EP. 229]

Invest Like the Best

Play Episode Listen Later Jun 8, 2021 77:46


My guest is Gabe Leydon, who is the co-founder and CEO of MZ, also known as Machine Zone, the company behind huge games such as Mobile Strike and Game of War. Gabe has spent the last 20 years designing video games and is one of the most original thinkers I have talked to in a long time. In our conversation, we cover why great design can be a bad sign that we'd run out of ways to innovate, the most important lessons from human psychology for building games and products, and why products which are busted or breaking but still booming can be great investment opportunities. This conversation rewired my brain on many levels, so I'm excited for you to listen. Take the red pill with us, and please enjoy my conversation with Gabe Leydon.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ------ This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more. ------ This episode is brought to you by Paxos. Whether you're a small fintech or a large financial institution, with Paxos Crypto Brokerage, you can offer your customers crypto buying, selling, and transferring. Paxos takes care of everything in the backend – from licensing and compliance to custody and exchange. You can start offering crypto to your customers within months. To learn more, visit paxos.com/patrick.    ------ Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:59] - [First question] - Thoughts on the importance of design and the role it plays in capitalism writ large [00:07:26] - Huxley's vision of the future versus Orwell's - Amusing Ourselves to Death [00:10:49] - A question about game design in interviews that no one can answer well [00:18:27] - What about his early experiences that allowed him to be good at answering that question when others could not [00:26:35] - Another example to further explain the nature of meta software design mechanics [00:29:44] - Characteristics of what drives players to spend money in games [00:34:46] - Defining heroic spending and the group dynamics of spending gamification [00:38:18] - Skill set required to design an economy and what makes it so difficult [00:41:27] - Cosmetic purchases as a revenue stream in North American video games [00:43:56] - What he's learned about human psychology through his design work [00:45:48] - How the technological infrastructure developed in building video games overlap in performance marketing [00:48:44] - His experience with the RT platform and some of the technologies he's built [00:55:49] - Celebrity NFTs and a shift to becoming virtual manufacturers in the future [00:59:58] - What businesses can do now to prepare for and adapt to NFTs [01:01:03] - Why we need AI more than think we might [01:04:32] - What he plans to do with his skillset if the world becomes increasingly gamified [01:05:40] - Companies with poor design may be indicative of an attractive acquisition [01:08:11] - How differing cultural perspectives on video game design permeate into NFTs [01:08:46] - Defining the Chinese item box approach to in-game player rewards [01:11:24] - The kindest thing that anyone has ever done for him

Invest Like the Best
Dennis Lynch - Delivering Alpha in Adapting Markets - [Invest Like the Best, EP. 228]

Invest Like the Best

Play Episode Listen Later Jun 1, 2021 70:59


My guest today is Dennis Lynch, Head of Counterpoint Global, where he oversees over $100bn in AUM and boasts one of the strongest track records of any public investor. In our conversation, we cover Dennis's unique approach to building a research team, how misclassification of companies often creates the highest upside opportunities, and how Dennis has adapted his investment process over the past 20 years. I think Dennis defines what it means to be intellectually honest, and you will hear that in his answers throughout our discussion. I hope you enjoy my conversation with Dennis Lynch.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   (for me-  )   ------ This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you’d want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------ This episode is brought to you by MIT Investment Management Company (MITIMCo), the endowment office of MIT. MITIMCo seeks to find people who are focused on achieving exceptional long-term investment returns, partner with these firms early, and stick around for the very long term.   MITIMCo is also searching for an exceptional new teammate to join their internal investment team. Visit mitimco.org to learn more – click “Join” to learn more about the Global Investor Role on MITIMCo’s team or and click “Emerging Managers” to learn more about their emerging manager activities. ------ Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:47] - [First question] - How he would teach potential students to be investors [00:04:26] - The Money Game [00:04:40] - Moneyball [00:05:59] - Pros and cons of volatility when investing [00:08:55] - Emotional response to volatility [00:12:44] - Training to have a better temperament [00:14:20] - What is his investing game [00:15:17] - The Ethical Algorithm [00:16:44] - How time horizon impacts their investment strategy [00:20:53] - Assessing a company’s earnings power [00:26:12] - Shifting business models vs. evolving within a business model [00:32:32] - Understanding how to invest in disruptive businesses [00:35:26] - Why he’s skeptical on Growth and Value investing strategies [00:38:42] - Expectations Investing [00:38:55] - How his view of assessing businesses has changed [00:43:56] - Defining unit economics [00:45:41] - Taking on uncertainty risk in the portfolio  [00:50:38] - The business that taught him the most; Amazon [00:53:32] - Dealing with massive amounts of change [00:56:01] - The Big Short [00:59:46] - Interest in psychedelic research [01:01:02] - What has changed the most in investing from when he started [01:04:19] - Kindest thing anyone has done for him

Invest Like the Best
Justin Fishner-Wolfson - Secondary Investing in Private Markets - [Invest Like the Best, EP. 227]

Invest Like the Best

Play Episode Listen Later May 25, 2021 67:07


My guest today is Justin Fishner-Wolfson, founder of 137 Ventures, a venture capital fund focused on providing liquidity solutions to founders, investors, and employees of private businesses. In our conversation, we discuss what early career experiences led Justin to start 137 Ventures, the counter-intuitive information asymmetry between public and private markets, and the interesting trend of digitization in the physical world. I hope you enjoy my conversation with Justin.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ------ This episode is brought to you by Canalyst. Canalyst is the leading destination for public company data and analysis. If you've been scrambling to keep up with the deluge of IPOs and SPACs these days, Canalyst has models on Coinbase, Roblox, Qualtrics, and everything in between. Learn more and try Canalyst for yourself at canalyst.com/patrick.   ------ This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you’d want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ------   Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:47] - [First question] - Why he started 137 Ventures and what’s unique about it [00:05:31] - Overview of secondary equity markets in the tech sector [00:07:06] - Step by step process of how a secondary market investment works [00:09:37] - Scale of secondary transactions in markets today [00:10:19] - Valuations of secondary transaction rounds versus primary ones [00:11:37] - Defining great in private market investments and the competitive landscape [00:13:13] - Why there seems to be more information available in private markets [00:16:23] - How better capital allocation may result from less asymmetry [00:19:14] - What excites him about companies when meeting them for the first time [00:20:34] - Example of applying his philosophy of investing in a defensible business [00:22:20] - Counter positioning and inversion models to gain an advantage [00:24:17] - Lessons learned from Palantir about unlikely competitive advantage  [00:25:57] - Building good businesses when selling them to the government [00:26:59] - What technology means in the current era [00:28:34] - Methods for evaluating potential sources of defensibility and a lack thereof [00:30:30] - Considering focus and expansion when scaling [00:32:52] - Shared qualities of entrepreneurs who build these types of businesses [00:33:50] - The business that individually taught him the most writ large [00:35:01] - Defensabilities that might appear beyond the seven powers framework [00:36:21] - Thoughts on what seems to be craziest in the world today [00:37:15] - What’s surprising on the low end of the valuation side [00:38:11] - Interesting business models and ones he’s averse to  [00:40:31] - Constructing a portfolio with companies that have a customer focus [00:41:21] - Additional companies in their portfolio that aren’t of a similar model  [00:42:08] - Lessons learned from SpaceX’s growth [00:44:46] - Watching a SpaceX launch in person [00:46:03] - Advice for entrepreneurs when seeking capital and capital partners [00:48:04] - Investors he finds most impressive that he knows well [00:49:26] - Defining the cost of capital and what it means to him as a venture investor [00:50:56] - Is giving entrepreneurs too much money dangerous? [00:54:14] - What great capital allocation looks like to him [00:55:29] - Accelerating learning curves with tighter feedback loops [00:55:57] - Useful metrics for customer acquisition and retention [00:57:06] - Whether or not investing firms can and should behave defensibly [00:59:13] - What is going in the world that has his attention lately [01:02:06] - Key factors that have allowed him and his firm to succeed [01:03:47] - What he thinks about when his mind isn’t focused on investing [01:04:08] - The kindest thing anyone has ever done for him  

Invest Like the Best
Brent Beshore - Learnings from a Year of Unexpected Events - [Invest Like the Best, EP. 226]

Invest Like the Best

Play Episode Listen Later May 18, 2021 68:36


My guest today is Brent Beshore. For those that don’t know Brent from his frequent appearances on this podcast, he runs Permanent Equity Fund and has been a close personal friend for the past five years. Brent and I revisit our conversation from the heart of COVID to touch on key lessons learned and where that leaves us today. Brent sits at a unique touchpoint of the economy, so I particularly enjoyed his anecdotes on inflation and how to operate around these dynamics. I hope you enjoy my conversation with Brent.   For the full show notes, transcript, and links to mentioned content, check out the episode page here. ------ This episode is brought to you by Canalyst. Canalyst is the leading destination for public company data and analysis. If you've been scrambling to keep up with the deluge of IPOs and SPACs these days, Canalyst has models on Coinbase, Roblox, Qualtrics, and everything in between. Learn more and try Canalyst for yourself at canalyst.com/patrick. ------ This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you’d want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more. ------ Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:52] - [First question] - Why last year ended up being so bullish [00:07:14] - Deal dynamics of the current landscape [00:09:54] - Lessons learned about managing a team through the pandemic [00:14:39] - Observations on the housing market and the pool industry [00:18:56] - Current labor force dynamics of trades  [00:21:18] - Considering labor dependency when investing in new businesses [00:23:10] - His perspectives on the future of tech through his investment lens [00:25:50] - Seeking out traditional businesses that reinvent age-old frameworks  [00:27:50] - Key stages of the art and science of evaluating and acquiring a company [00:31:45] - How much information he wants to know before making an initial offer [00:34:25] - Psychology of structuring and aligning incentives post-acquisition  [00:37:41] - What defines a great deal negotiator [00:40:05] - His most creative act when structuring a deal that didn’t work out as well [00:42:17] - Hist most creative structuring act that proved useful for the upside [00:43:34] - Notable changes in large-cap private equity markets [00:45:41] - Skills he feels he can improve on over the coming five years [00:48:30] - Coaching small companies on how to recruit top tier talent [00:52:49] - How to effectively get people to say yes to job offers and openings [00:54:19] - Absolute and relative changes in the opportunity set of small to mid-cap markets [00:57:40] - Lessons learned from strong support networks and onramps of upward mobility

Motley Fool Money
Big Tech, Huge Earnings

Motley Fool Money

Play Episode Listen Later Apr 30, 2021 38:37


Alphabet, Amazon, and Apple report record earnings. Microsoft reports its biggest revenue growth in three years. Shopify rises on a strong quarter. Shares of Crocs, Facebook, and Waste Management hit all-time highs. Pinterest and Teladoc tumble. And Domino’s reports double-digit growth. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and dig into earnings news from Starbucks, McDonald’s, and Visa. Plus, our analysts share a couple of stocks on their radar: Axon Enterprise and Skillz. Looking for more stocks for your radar? Get 50% off Stock Advisor by going to http://RadarStocks.fool.com.

Invest Like the Best
Josh Buckley - Identifying Legendary Start-ups - [Invest Like the Best, EP. 223]

Invest Like the Best

Play Episode Listen Later Apr 27, 2021 59:30


My guest today is Josh Buckley. Josh is the new CEO of Product Hunt and an investor in many breakout companies like Rippling, Lattice, Boom Supersonic, and Relativity Space. In our conversation, we cover how video game companies are at the forefront of new business models, what current companies can learn from video game companies, Josh’s investing philosophy, and the three things he looks for when trying to identify the next legendary startup. Josh’s long experience operating his video game business, Mino Games, gives him such an interesting perspective as an investor, and I really enjoyed exploring that with him. Please enjoy my conversation with Josh Buckley.   For the full show notes, transcript, and links to mentioned content, check out the episode page here. ------ This episode is brought to you by Canalyst. Canalyst is the leading destination for public company data and analysis. If you've been scrambling to keep up with the deluge of IPOs and SPACs these days, Canalyst has models on Coinbase, Roblox, Qualtrics, and everything in between. Learn more and try Canalyst for yourself at canalyst.com/patrick. ------ This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors.   With Tegus, you can learn everything you’d want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more. ------   Invest Like the Best is a property of Colossus, Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:03:56] - [First question] - His start as an entrepreneur in online game [00:05:09] - His parent's reaction to selling his first company at fifteen [00:05:57] - Starting a second video game company  [00:07:40] - The video game industry being ahead of the curve in performance marketing, distribution, and operations [00:08:49] - Notable two year lag between gaming innovation and other consumer sectors [00:10:50] - What is happening today in gaming that may be a glimpse into the future [00:12:41] - Key elements for creating a great gaming experience [00:15:29] - Building a meta game on top of the game itself to maximize engagement [00:17:23] - Monetizing free to play games through in-game purchases [00:20:25] - The most portable idea from fifteen years in gaming that can be applied to business [00:22:02] - A future shift towards usage-based pricing models [00:23:03] - His overall investment philosophy and strategy [00:26:45] - Example of small a market with a high growth rate [00:27:38] - Key elements of system elements and design when evaluating a business [00:31:07] - What a flywheel looks like and investing in one such as  Next Health  [00:33:24] - Working core actions versus giving credit ones that aren’t yet working but may drive desirable outcomes [00:34:13] - Why don’t more investing firms have a flywheel? [00:39:04] - Product Hunt as a standalone business and part of a self-reinforcing ecosystem [00:40:17] - Emerging systems and ecosystem edges in the digital landscape [00:42:17] - Potential barriers for crypto becoming widely adopted in a variety of ways [00:44:29] - New frontiers and platform shifts like crypto that may unlock new doors for companies [00:45:13] - Which person has rewired his brain in his lifetime the most [00:47:13] - Weirdness around Stripe and Plaid when he first encountered them [00:48:37] - Meta games people in the industry are playing or should be playing [00:51:25] - Controversial ideas around the business world today writ large  [00:54:01] - Implications of shifting primarily towards a digital world [00:54:14] - The kindest thing anyone has ever done for him