Sam Hinkie, Boyd Varty, Charlie Songhurst - Trail Magic - [Invest Like the Best, EP.323]
Invest Like the Best with Patrick O'Shaughnessy
Colossus
4.7 • 2.5K Ratings
🗓️ 4 April 2023
⏱️ 99 minutes
🧾️ Download transcript
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| 0:00.0 | This episode is brought to you by TIGAS, the modern research platform for leading investors. |
| 0:05.0 | I'm a long time user and advocate of TIGAS, a company that I've been so consistently impressed with that last fall my firm positive sum, |
| 0:12.0 | invested $20 million to support TIGAS's mission to expand its product ecosystem to unify and streamline investor research processes. |
| 0:19.0 | In addition to the library of 55,000 transcripts, TIGAS now combines at-cost on-demand calls with a full suite of financial workflows. |
| 0:28.0 | Whether it's quantitative analysis, company disclosures, management presentations, earnings calls, |
| 0:33.0 | TIGAS has tools for every step of your investment research. They even have over 4,000 fully-driveable financial models. |
| 0:40.0 | TIGAS's 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. |
| 0:49.0 | Move faster, gather deep research to build conviction and surface high-quality alpha-driving insights to find your differentiated edge with TIGAS. |
| 0:56.0 | As a listener, you can take the TIGAS platform for a free test drive by visiting tegas.co-slashpatrick. |
| 1:03.0 | For more information, visit TIGAS.co-slashpatrick.com |
| 1:03.0 | Hello and welcome everyone. I'm Patrick O'Shanasi and this is Invest Like The Best. 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. |
| 1:26.0 | 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. |
| 1:41.0 | Patrick O'Shanasi is the CEO and founding partner of Positive Sum and the CEO of O'Shanasi Asset Management. |
| 2:09.0 | All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum or O'Shanasi Asset Management. |
| 2:16.0 | This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. |
| 2:25.0 | Clients of Positive Sum or O'Shanasi Asset Management may maintain positions and the securities discussed in this podcast. |
| 2:32.0 | Hello everyone. Today's episode is a little different. Rather than share a new conversation I have put together a few of my favorites from the past six and a half years of doing this show. |
| 2:41.0 | I often listen back to these for inspiration, energy, and their timeless ideas on life and investing. |
| 2:49.0 | Internally we call these forever episodes because they'll likely still be as relevant and popular a decade from now as they were when they first aired. |
| 2:55.0 | Each of these is a significantly shortened version of the original episode. |
| 3:02.0 | The first conversational here is with Sam Hinky. |
| 3:06.0 | Sam worked for more than a decade in the NBA helping pioneer the use of data and analytics, originally with the Houston Rockets and finishing off as the GM of the Philadelphia 76ers. |
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