In episode 216 we welcome our guest, David Samra, a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team.
In today’s episode, we discuss David’s background and what led him down the path of value investing. We cover the characteristics that drive Artisan’s framework and investment process.
With the recen ... Show More
Apr 20
Will Guidara on The ROI of Unreasonable Hospitality | #627
Today’s guest is Will Guidara, author of the New York Times Bestseller Unreasonable Hospitality and former co-owner of Eleven Madison Park, which was named the Best Restaurant in the World. He is a Co-Producer on the Emmy Award-winning series The Bear. His new book, Unreasonable ... Show More
52m 14s
Apr 10
Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
Today’s guests are Alex Rubalcava and Paul Bricault of Amplify.LA, a pre-seed venture capital firm. In today’s episode, Alex and Paul break down the opportunities and challenges AI is creating for both startups and investors. They discuss the changing economics of software, what ... Show More
1h 12m
Apr 7
Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
Today’s guests are Owen Lamont, a Portfolio Manager at Acadian Asset Management, and Randy Cohen, a finance and entrepreneurship professor at Harvard Business School and co-founder of PEO Partners, which is a leader in the emerging liquid Private Equity alternatives space. In tod ... Show More
1h 21m
May 2022
David Interviewed on "Unlimited Partners"
David is the first guest on a new podcast, Unlimited Partners! This is a wide-ranging interview where upon listening, even Ben learned some new things about David :)Unlimited Partners is hosted by long-time friend of the Acquired community, Thomas McGannon. UP is his journey to l ... Show More
1h 12m
Sep 2023
David Senra - In Service of Founders - [Invest Like the Best, EP.343]
My guest today is David Senra, the creator and host of Founders Podcast. With an incredible appetite for biographies, David has delved into the lives of over three hundred entrepreneurs, extracting invaluable wisdom that he shares with his audience each week. Throughout the conve ... Show More
1h 26m
Jul 2021
Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235]
My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing business has evolved since Steve’s start in the 1980s, why it’s so difficult to drive alp ... Show More
1h 12m
Jul 2021
David Sacks - How to Operate a SaaS Startup - [Invest Like the Best, EP. 234]
My guest today is David Sacks, General Partner at Craft Ventures and founding COO of PayPal. During our conversation, we explore what differentiates Enterprise SaaS from DTC subscriptions, what makes for a magical product launch event, and what key growth metrics David uses to me ... Show More
1h 4m
Aug 2022
David Senra - Passion & Pain - [Invest Like the Best, EP.292]
My guest today is David Senra. David 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 entre ... Show More
1h 25m
Mar 2022
Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269]
My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, and his decision to launch XN in 2020. We then discuss his approach to building XN a ... Show More
1h 19m