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Invest Like the Best with Patrick O'Shaughnessy
Sarah Tavel - Consumer & Marketplace Investing - [Invest Like the Best, EP.168]
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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My guest this week is Sarah Tavel, a general partner at Benchmark, working alongside past guests Bill Gurley and Chetan Puttagunta. Sarah has a long history as both an investor and as an operator. She was an early product leader at Pinterest before joining Benchmark. Sarah has become one of my go-to resources for topics like networks, consumer technology, and marketplaces among many other topics. I’ve used her framework for how to think about client engagement, company data, and marketplace liquidity and quality over and over again in my business life. I’m so excited to finally have her on the show. Please enjoy our conversation.
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 Notes
– (First question) - Lessons learned from watching the food delivery space
– Hip camp and how they are thinking about the space rental sector
The a16z Marketplace 100
– Valuing private companies vs public companies
– Building marketplaces
– Tipping a market
– Bill Gurley Podcast Episode
– How to incorporate reputation scores into a network
– Search ranking as a tool for marketplaces
– Size of marketplaces vs their competitors
– Niching of marketplaces
Chetan Puttagunta Podcast Episode
– State of the consumer social sector
– The LinkedIn problem and how she would build a social platform
– Things that are piquing her interest in the consumer space
– Lessons learned about scaling while working at Pinterest
– Pricing and the marketplace
– Identifying and optimizing a Core Action in a digital business
– Accruing benefits and mounting losses as part of the product design
– Her investment in Reci
– How should companies gather the best data from their business
– Lessons to SaaS investing
– Kindest thing anyone has done for Sarah
– Most interesting philosophy lesson
– Creating a Kingdom of Ends
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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