![Brian Singerman – Investing in the Best Founders - [Invest Like the Best, EP.127]](https://megaphone.imgix.net/podcasts/10c460a4-ccce-11ed-87bf-e77765c81f9b/image/Brian_Singerman.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Invest Like the Best with Patrick O'Shaughnessy
Brian Singerman – Investing in the Best Founders - [Invest Like the Best, EP.127]
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
Tap timecodes to jump
My guest this week is Brian Singerman, a partner at the venture capital firm Founders Fund. Founder’s Fund is widely considered one of the top VC firms and its partners are known to have diverse investment strategies.
Brian invests across industries and focuses on backing exceptional founders. You’ll hear right off the bat that he cares about moat, market, and strong execution. I love his point that the only way to become a good investor is to do a lot of investing. He describes himself an investor who uses his gut a lot, which took me a while to get used to in our conversation. But I have to say that at the end of this episode I felt refreshed and generally excited to keep putting in reps in my own way, both in the podcast and the quant research settings. I hope you enjoy.
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
Show Notesd
(First Question) – What Brian looks for when evaluating companies
– What a moat looks like in investing
– Most memorable initial moat
– How he evaluates a potential market
– Attributes they look for in founders
– Most significant technological changes and how they have impacted his investment strategy
– The sourcing of his deals
– Qualities he likes at various stages of deal sourcing
– How he evaluates the teams he may fund
– His take on the pricing landscape for deals
– How he allocates his time as a board member
– Thoughts on long term stock exchange
– How much research does he do on an industry in order to stay on top of his investments
– Outside information he follows
Other investors he’s learned a lot from
– What values does Peter Thiel instill in the partners
– Process of StemCentrics
– Other places holding his interest today
– His interest in e-sports
– Interactions with LP’s
– What they look for in recruiting new partners
– How geography impacts the opportunity for new ideas
– Opportunities in public companies and other investment types
– Aspects of overseeing a startup venture
– Kindest thing anyone has done for him
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
This episode is not processed yet. Sign in to queue the transcript and make it useful for search and Q&A.
Sign in to queue transcript (1 credit)
Free to start
Skim the episode first,
Skim the episode first,
then decide if it is worth listening.
Sign up with Google in one click. 10 transcript credits included. No card needed.
Google sign-in · No credit card · 10 free transcript credits