Patrick OShaughnessyVerified account
@patrick_oshag
Mapping the world’s business & investing knowledge 
@OSAMResearch 
/ @investlikebest
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Very excited to announce a new initiative.
After years of building, operating, and investing in software, we are launching Positive Sum, an early stage equity investing firm.
For founders and investors out there, here's a sneak peak:
https://positivesumadvisors.com/ Thanks. Twitter will use this to make your timeline better. UndoUndo -
Patrick OShaughnessy Retweeted
New
@ScreenshotEssay today: TikTok, Instagram, and the Quadrant of Deep Understandingpic.twitter.com/7mBbPcmSEP
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“The easiest way to speak to someone is through something they already know”
@ChristinaTosi on the Chef Show (great show) Such a simple, true, and valuable lesson in communication. One foot in the know and one in the unknown.Thanks. Twitter will use this to make your timeline better. UndoUndo -
Patrick OShaughnessy Retweeted
Absolutely loving this conversation between
@toddmckinnon and@patrick_oshag
My favorite nugget for founders
"People who can be successful need to be able to believe, even when you don't believe. You have to push forward in the face of that doubt"https://twitter.com/patrick_oshag/status/1326871797292216322 …
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My conversation with
@toddmckinnon, the co-founder and CEO of@okta. We discuss: - hard early days - creating a new category - lessons from mistakes - future of cloud Todd is very humble. You’d never know he was the CEO of a $28B business. Enjoy! https://investorfieldguide.com/todd-mckinnon-creating-and-defining-a-new-market-category-founders-field-guide-ep-7/ …pic.twitter.com/38TYvyMN1S
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A very important question: New Xbox or new PlayStation, and why?
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Beautiful fall in New England this year. Thankful that without work travel I’ve been able to spend so much more time outside.pic.twitter.com/qASBUouxmN
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What business has reacted in the most interesting or innovative way through Covid? What did they do?
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Patrick OShaughnessy Retweeted
If u wnt to understand the power of brands, then this is a gd episode. I think Twitter hs a lot of tech bias & I see so many folks questioning multiples of some branded consumer companies. Brand is an underappreciated competitive advntg.
$NKE,$EL,$APPL,$SMPL,$SKX,$MDLZhttps://twitter.com/patrick_oshag/status/1326153571851710466 …
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Patrick OShaughnessy Retweeted
Looking for "steak and sizzle" in consumer brands ("are they building something epic?"). With many examples of new products/brands and how they were turbocharged with influencer/celebrity partnerships. Plenty of food for thought in this one.https://twitter.com/patrick_oshag/status/1326153571851710466 …
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Jason’s description of why Casamigos sold for such a high multiple of sales is excellent: question starts at 38:20.
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My conversation with
@humankarp & Shark Tank’s@RohanAOza I wanted to call this episode “Make Epic Sh*t” and you’ll hear why We cover - balancing sizzle and steak - trend towards healthier products - valuation multiples - building brand equity Enjoy! https://investorfieldguide.com/jason-karp-and-and-rohan-oza-the-power-of-brand-invest-like-the-best-ep-199/ …pic.twitter.com/W9iQJPn8n3
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The bomb squad should recruit from pool of parents who have to get their young kids out of the door for school every day. Why does the potential of being late feel like the apocalypse?
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So many good questions in here. Makes me want to distill them down and create a universal application for people seeking equity investment. I’d rather read tons of these applications than do 30 min zooms. I think I’d rather fill one out than pitch over and over again, too.https://twitter.com/patrick_oshag/status/1325904755328212993 …
If you are meeting a new company for the first time, and want to understand it as deeply as possible, what questions would you ask? (Ideally questions that would yield useful answers no matter what the company does) cc@modestproposal1
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So do we need to add "won't McDonald's just do this?" to the repertoire? BEYOND MEAT 3Q NET REV. $94.4M, EST. $132.1M
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If you are meeting a new company for the first time, and want to understand it as deeply as possible, what questions would you ask? (Ideally questions that would yield useful answers no matter what the company does) cc
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Patrick OShaughnessy Retweeted
We agree,
@anuhariharan is awesome, and we recommend you take the time to listen to this conversation!https://twitter.com/patrick_oshag/status/1323623132142469123 …
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A question for you all: We are building new functionality for the podcast website: -categorization and search -transcripts -The best content to “keep learning” after an episode What can we do in these categories to make them more useful? What else would you want to see?
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8% small value vs. large growth spread....holy crap
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Patrick OShaughnessy Retweeted
Great podcast. Affirmed a few ideas and learned a lot as well. We have to rethink the word “activist” which still carries over connotations of ‘80s raider to a term that suggests active shareholder engagement and collaboration with mgt. for the long term benefit of all s/hs.
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What are the best towns to stay within 2 hours of San Francisco? Optimizing for nature/family. Stinson beach is good example of what I mean.
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