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Invest Like the Best with Patrick O'Shaughnessy

Lulu Meservey - Transforming Company Narrative - [Invest Like the Best, EP.389]

Invest Like the Best with Patrick O'Shaughnessy

Colossus

Investing, Business, Technology

4.82.4K Ratings

🗓️ 24 September 2024

⏱️ 69 minutes

🧾️ Download transcript

Summary

My guest today is Lulu Meservey. Lulu is the Founder and CEO of Rostra, a company that partners with founders to level up their communications around all strategic initiatives, from hiring to fundraising. She is also on the board at Shopify. I have been recently fascinated by the challenge of founders telling their story and Lulu is an expert in comms and a believer in creative problem-solving through effective communication and compelling storytelling. We discuss the evolution of media and its pitfalls, innovative methods for managing crises, and the power of going direct with your communication. Please enjoy my conversation with Lulu Meservey. I’m excited to announce that we are hiring an Editor in Chief at Colossus. This will be a critical and central role in our growing media platform and in our quest to find and showcase the best people, businesses, and ideas in the world. This person will work on existing shows like Invest Like the Best and Founders, our soon-to-be-announced print publication, and more. We aim to be the dominant media company exploring business and investing frontiers, so this person needs to be obsessed with these topics and bring serious operational chops. I firmly believe this role can help define someone’s career. Go to joincolossus.com/eic to apply. Subscribe to Glue Guys! For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. — This episode is brought to you by Alphasense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegas help you make smarter decisions faster. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:06:48) The Evolution of Media and Communication (00:11:25) The Importance of Direct Communication for Founders (00:20:20) Choosing the Right Partners and Clients (00:25:20) The Art of Launching a Product (00:34:01) Fundraising Tips for Entrepreneurs and Investors (00:35:32) The Pitfalls of Inauthentic Fundraising (00:36:05) Crafting a Compelling Macro Narrative (00:37:54) Crisis Management Strategies for Founders (00:42:41) Lessons from Counterinsurgency (00:44:24) The Rugby Analogy for Founders (00:49:34) The Power of K-Pop Marketing (00:56:30) Vision and Future of Rostra (01:01:17) The Importance of Direct Communication (01:10:36) The Kindest Thing Anyone Has Done For Lulu

Transcript

Click on a timestamp to play from that location

0:00.0

I'm excited to announce that we are hiring an editor-in-chief at Colossus.

0:04.0

This will be a critical and central role in our growing media platform and in our quest to find

0:09.2

and showcase the best people, businesses, and ideas in the world.

0:13.2

This person will work on existing shows like Invest Like the Best and Founders, are soon

0:17.1

to be announced, print publication, and more.

0:19.9

We aim to be the dominant media company exploring business and investing frontiers, so this person needs to be obsessed with these topics and bring serious operational chops.

0:28.0

I firmly believe this role can help define someone's career. Go to Join Colossus slash EIC for editor-in-chief to apply.

0:38.0

This episode is brought to you by Ridgeline.

0:40.0

With Ridgeline, investment managers get a single pane of glass to view their business, a single platform that can power your entire firm.

0:47.0

And you get this all in real time.

0:49.0

Instead of manually piecing together the seven or eight systems that you use today,

0:53.2

Ridgeline does the work for you. No more coordinating between internal teams

0:57.2

to input information. No more accuracy issues that come with manual work.

1:01.4

Ridgeline provides universal access across your investment firm.

1:04.8

Ridgeline customers save hours on front end and back end tasks.

1:08.6

If your day typically ends reconciling 50,000 trades,

1:12.0

Ridgeline is the digital infrastructure that makes that an automated task.

1:15.6

It saves time for every team freeing up investors to go do what they should be doing and generate

1:19.9

Alpha. I'm confident in saying that if you run an investment firm you should find time to speak with them to be sure your position to perform to the best of your firm's abilities.

1:28.0

To learn more, check out Ridgline apps.com. That's Ridgline APPSs.com or click the link in the show notes.

1:35.1

As an investor I'm always on the lookout for tools that can truly transform the way

1:39.7

that we work as a business. AlphaSense has completely transformed the research process with

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