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Invest Like the Best with Patrick O'Shaughnessy

David Senra - Passion & Pain - [Invest Like the Best, Forever Episode]

Invest Like the Best with Patrick O'Shaughnessy

Colossus

Technology, Business, Investing

4.7 • 2.5K Ratings

🗓️ 31 March 2023

⏱️ 83 minutes

🧾️ Download transcript

Summary

Hello everyone. A few days ago, we discussed what we call forever episodes, which are the few episodes of our show that we think will be as popular a decade from now as they are today. When I re-listened to this episode with David Senra, I left wildly energized and wanting to share that feeling. So we are re-releasing it today for anyone who missed it the first time or hadn't yet discovered Invest Like the Best. Please share with your friends and loved ones as I think anyone will benefit from David's perspective and enthusiasm. Have a great weekend and we'll be back with more next week. David Senra has studied history’s great founders and entrepreneurs in more depth than anyone I’ve ever met, and I’d wager more than anyone else alive. In this conversation, we cover many of the most common themes he’s discovered studying hundreds of entrepreneurs like Estée Lauder, John Rockefeller, Enzo Ferrari, and Edwin Land. Please enjoy this great conversation with David Senra.   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, the modern research platform for leading investors. Whether it’s quantitative analysis, company disclosures, management presentations, earnings calls - Tegus has tools for every step of your investment research. They even have over 4000 fully driveable financial models. Tegus’ maniacal focus on quality, as well as its depth, breadth and recency of content makes it the one-stop, end-to-end research platform for investors. Move faster, gather deep research to build conviction and surface high-quality, alpha-driving insights to find your differentiated edge with Tegus. As a listener, you can take the Tegus platform for a free test drive by visiting tegus.co/patrick.   -----   Invest Like the Best is a property of Colossus, LLC. 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 [00:03:01] - [First question] - When he first fell in love with reading [00:07:01] - What’s rooted in his own history that’s made him obsessive about studying history’s great entrepreneurs and founders - Founders Podcast [00:10:34] - The first time he connected with someone as a positive role model that he was reading about  [00:13:45] - How often obsession is apparent in the founders he’s studied across hundreds of biographies  [00:18:08] - What is often behind obsession and how people listening can apply the lessons to their own lives [00:22:45] - The dynamic and relationship between inspiration and perspiration  [00:27:11] - Commonalities between the layers of leadership and support underneath founders [00:31:52] - Where else he’s seen ego rear its head in good and bad ways  [00:38:34] - How often do great founders break the law or enter gray areas of it  [00:41:22] - The role constant learning and listening plays in success [00:45:12] - Talking about how anything worth doing is worth doing to excess  [00:52:18] - Describing the soul of founders and businesses [00:58:39] - What he’s learned about all of these founders as it relates to marketing  [01:04:38] - A common story that process is often art  [01:08:10] - Who his idols are in podcasting specifically  [01:14:55] - Major aspects of people he’s studied that haven’t been discussed yet [01:19:55] - The kindest thing anyone has ever done for him

Transcript

Click on a timestamp to play from that location

0:00.0

Hello everyone, a few days ago we had a discussion about what we call forever episodes,

0:05.0

which are the few episodes of our show that we think will be as popular a decade from now as they are today.

0:10.4

We went listening to old episodes to find the ones that qualified, and when I relistened to this episode with David Senra,

0:16.7

I left wildly energized and wanting to share that feeling.

0:19.9

So we are re-releasing it today so that anyone that missed it the first time or hadn't yet discovered invests like the best gets to hear it now.

0:27.1

Please share with your friends and loved ones as I think anyone will benefit from David's perspective and enthusiasm.

0:33.2

Have a great weekend and we'll be back with more next week.

0:36.1

This episode is brought to you by TIGAS. Over the years of our partnership with TIGAS, they have evolved from a pure expert network

0:42.8

into a full company intelligence platform. TIGAS streamlines the investment research process so you can get up to speed and find answers to critical questions

0:50.9

on companies faster and more efficiently.

0:53.4

The TIGAS platform services the hard to get qualitative insights, gives instant access to critical public financial data through BAMSEC,

1:00.5

and helps you set up customized expert calls.

1:03.5

It's all done on a single modern SaaS platform that offers 360-degree insight into any public or private company.

1:10.7

As a listener, you can take TIGAS for a free test drive by visiting tegas.co-slashpatrick.

1:16.6

And until 2023, every TIGAS license comes with complementary access to BAMSEC by TIGAS, which makes it easy to search and analyze public company filings and transcripts.

1:29.4

Hello and welcome everyone. I'm Patrick O'Shaunasey and this is Invest Like The Best.

1:33.8

This show is an open-ended exploration of markets, ideas, stories and strategies that will help you better invest both your time and your money.

1:41.6

Invest Like The Best is part of the Colossus family of podcasts and you can access all our podcasts, including edit the transcripts, show notes and other resources to keep learning at join Colossus.com.

1:56.0

Patrick O'Shaunasey is the CEO of O'Shaunasey Asset Management.

2:00.0

All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of O'Shaunasey Asset Management.

2:07.8

This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

2:13.7

Clients of O'Shaunasey Asset Management may maintain positions in the securities discussed in this podcast.

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