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Invest Like the Best with Patrick O'Shaughnessy

Joe Mansueto – Lessons From the Founder of Morningstar - [Invest Like the Best, EP.23]

Invest Like the Best with Patrick O'Shaughnessy

Colossus

Investing, Business, Technology

4.82.4K Ratings

🗓️ 7 February 2017

⏱️ 70 minutes

🧾️ Download transcript

Summary

My guest this week is Joe Mansueto, the founder, longtime CEO and current executive chairman of Morningstar, Inc. Joe is an entrepreneur at heart. He has the gene for spotting good business ideas and building them out with the customer in mind, so it is no surprise that the story behind Morningstar’s birth and growth is both entertaining and enlightening. While there are many business lessons in this episode, there is just as much to be learned from the way Joe conducts himself. He was kind, welcoming, and humble—you’ll see what I mean. There is something timeless and classic about his journey—I hope you enjoy hearing about it as much as I did.

For comprehensive show notes on this episode go to investorfieldguide.com/joe/

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

Follow Patrick on twitter at @patrick_oshag

Transcript

Click on a timestamp to play from that location

0:00.0

This podcast is sponsored by CFA Institute,

0:02.4

the Global Association of Investment Professionals,

0:04.8

whose mission is to lead the investment profession

0:06.9

by promoting the highest standards of ethics,

0:09.1

education, and professional excellence

0:10.9

for the ultimate benefit of society.

0:13.0

CFA Institute serves a global community

0:15.0

of investment professionals,

0:16.5

working to build an investment industry

0:18.2

where investors' interests come first,

0:20.2

financial markets function at their best,

0:22.3

and economies grow.

0:23.8

The Chartered Financial Analyst credential

0:25.5

is the most respected and recognized

0:27.4

investment management designation in the world.

0:30.2

The views expressed in this podcast

0:31.7

do not necessarily represent the views of CFA Institute.

0:34.8

CFA Institute.

0:38.8

Hello and welcome everyone.

0:40.2

I'm Patrick O'Shaughnessy and this is Invest Like The Best.

0:43.2

This show is an open-ended exploration

0:45.0

of markets, ideas, methods, stories,

...

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