Anu Hariharan – Lessons in Growth Investing - [Invest Like the Best, EP.198]

Invest Like the Best with Patrick O'Shaughnessy

Colossus

Investing, Business, Technology

4.8 • 2.4K Ratings

🗓️ 3 November 2020

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest this week is Anu Hariharan. Anu is a partner at Y-Combinator's Continuity Fund where she focuses on growth investing. Before YC, Anu was an Investment Partner at Andreesen Horowitz where she worked with portfolio companies Airbnb, Instacart, Medium and Udacity. In this conversation, we discuss growth stage businesses and their business models, how her background as an engineer impacts her investing style, the most interesting international markets for tech start-ups, and how much opportunity there still is for investing in tech and e-commerce startups. This conversation left me thinking about how much digital transformation there still is in front us and the exciting opportunities ahead. Enjoy this great conversation with Anu Hariharan.

This episode is brought to you by Koyfin, one of the fastest growing fintech startups. I discovered Koyfin earlier this year when I asked twitter for the best Bloomberg alternative, and the overwhelming winner was an intriguing new product called Koyfin.

Koyfin has tons of high-quality data, powerful functionality, and a nice clean interface. If you’re an individual investor, research analyst, portfolio manager, or financial advisor, you should definitely check them out. Sign up for free at koyfin.com

This episode of Invest Like The Best is also sponsored by Assure. Assure is changing the way investors manage private transactions.

With Assure, investors can eliminate nearly all the admin cost of private investment. On top of that, they handle all the backend, legal, taxes, accounting, and compliance. All of it, with a straightforward one-time fee. Learn more and try Assure for yourself at https://www.assure.co/patrick.

For more episodes go to InvestorFieldGuide.com/podcast.

Follow Patrick on Twitter at @patrick_oshag

Show Notes

(2:45) – (First question) – How she thinks about growth stage businesses through their business models

(5:00) – Her views on the winner-take-all business goal

(9:53) – How to prioritize the stakeholders when building a network business

(12:19) – Priorities in growth stage businesses vs those seeking Series A funding

(18:25) – Most interesting international markets

(21:44) – Risks in investing in international tech startups

(24:54) – Assessing a hardware-based tech company vs software business

(30:22) – How her background as an engineer impacts her investing style

(36:11) – Lessons from the various growth strategies she’s observed

(40:05) – How valuation impacts the company and her decision to invest

(45:45) – How far along are we into the global digital transformation and what opportunity is left

(48:15) – Sectors that are still primed for more digital transformation

(52:50) – How the tech investing landscape has changed during her career

(57:45) – Kindest thing anyone has done for her

Learn More

For more episodes go to InvestorFieldGuide.com/podcast.

Follow Patrick on Twitter at @patrick_oshag

Transcript

Click on a timestamp to play from that location

0:00.0	This episode is brought to you by Coiffin, one of the fastest growing Fintech startups.
0:04.1	I discovered Coiffin earlier this year when I asked Twitter for the best Bloomberg alternative
0:08.0	and the overwhelming winner was an intriguing new product called Coiffin.
0:11.2	Coiffin is a web-based platform that lets you analyze stocks, ETFs, mutual funds, and other assets all in one place.
0:17.2	I now use it daily to track what's going on in the market, and I think if you try it, you will too.
0:21.3	Coiffin has tons of high-quality data, powerful functionality, and a nice clean interface.
0:26.4	If you're an individual investor, research analyst, portfolio manager, or financial advisor, you should definitely check them out.
0:32.2	Sign up for free at Coiffin.com. That's k-o-y-f-i-n.com.
0:37.3	This episode of Invest Like The Best is also sponsored by a SHIR.
0:40.8	A SHIR is changing the way investors manage private transactions.
0:44.5	When we recently launched our own venture fund, Positive Sum, I found out my biggest investor used a SHIR to manage their investment.
0:50.7	With a SHIR, investors can eliminate nearly all the admin cost of private investment.
0:54.9	On top of that, they handle all the back-end, legal, taxes, accounting, and compliance.
0:59.4	When you outsource to a SHIR, you'll have more time to nurture your investor relationships and do more deals.
1:04.6	All of it with a straightforward one-time fee.
1:06.9	Learn more and try a SHIR for yourself at assured.co-slashpatrick.
1:11.4	That's ASSURRE.co-slashpatrick.
1:19.4	Hello and welcome, everyone. I'm Patrick O'Shanasi, and this is Invest Like The Best.
1:23.9	This show is an open-ended exploration of markets, ideas, methods, stories, and of strategies that will help you better invest both your time and your money.
1:32.6	You can learn more and stay up to date at investorfieldguide.com.
1:39.8	Patrick O'Shanasi is the CEO of O'Shanasi Asset Management.
1:43.8	All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of O'Shanasi Asset Management.
	...

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