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Invest Like the Best with Patrick O'Shaughnessy
Ali Hamed – Creative Investing - [Invest Like the Best, EP.71]
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com
Show Notes
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I have a special request this week: share this episode with every curious person in your life.
The conversation, with a 26-year old investor named Ali Hamed, serves as an example of what’s possible when you think creatively.
Ali views the world with a fresh set of eyes, and has already become an expert at identifying new investment opportunities where others have not. As the second prodigy 26 year old in as many weeks on the podcast, these young guns are making me feel like an ancient 32 year old.
We talk a lot about “alpha” in our world, earning returns better than the market. But the key word in that last sentence isn’t alpha, it’s earning. Hopefully you, like me, will use this conversation as a reminder of what it takes to earn differentiated returns. It’s not just the hard work, but also the mindset. We explore many examples of how to create new investment opportunities, from rolling up Instagram accounts, to financing perishable fruit like watermelons, to heavy machinery software.
Please enjoy this special conversation with Ali Hamed. Follow him and his partners. And then go figure out how to earn success yourself in whatever it is you do by helping other people solve problems with empathy.
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
Books Referenced
The Big Short: Inside the Doomsday Machine
Links Referenced
Sheel Tyle Podcast
Seed Investing is a B2C Business, While Growth Stage investing is a B2B Business
Ira Judelson podcast
Free Content and Digital Media Are Increasing Socio-Economic Disparity
Show Notes
(First Question) Ali’s investment philosophy
– History of Coventure and its unique structure
– The story of how Coventure was seeded
– What makes cost of capital such an interesting topic for Ali
– Exploring fee structures and the expectations for return in the current environment
– The current state of the VC world
– Ali’s investment process on the VC side
– What other requirements are there for Ali to make a VC investment
– Understanding the difference between judgement and empathy in founders
– The Big Short: Inside the Doomsday Machine
– Dealing with LP’s
– Sheel Tyle Podcast
– At one point did Ali feel the most personally at risk in his career
– Why did they get involved in cryptocurrency
– What excites Ali most about crypto
– Lending as an alternative way to invest in businesses
– An overview of their lending business
– How does deal flow and sourcing work in these arrangements
– How much encroachment will Ali face from competitors
– Exploring the idea of valuing and buying digital accounts
– How Ali thinks about marketing for his own firm and the ones he invests in
– Seed Investing is a B2C Business, While Growth Stage investing is a B2B Business
– Longer term aspirations for Ali and industries that he would avoid
– Ira Judelson podcast
– Ali’s view on the potential negative impact of free content
Free Content and Digital Media Are Increasing Socio-Economic Disparity
– Kindest thing anyone has done for Ali
Learn More
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
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