Colossus @joincolossus
We are creating & curating the world's best information on business and investing, delivered through definitive conversations. Join us - https://t.co/eDO50pL3wl joincolossus.com/editorials/scr… Joined December 2020-
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Between Mitch Rales, Marc Lasry, and amazing breakdown of Ametek, it was one of the more fun weeks on @joincolossus in a while. Colossus team is 🧑🍳 👩🍳
Whether you're an operator or an investor, Danaher should be at the very top of the pile of great businesses to study This interview is excellent for every minute of the 2+ hour runtime joincolossus.com/episodes/37099…
This was incredible —and motivating! Andrew Huberman @hubermanlab on @jockowillink podcast describing me as “an ultra nerd” and Founders as a “spectacular podcast”
Today, we break down AMETEK, an industrial conglomerate that makes highly engineered, mission critical products. Think electrical connectors for submarines, solar x-ray monitors for NASA rockets, and wires for controlling commercial airplanes. AMETEK is one of eight companies…
In his 2016 letter, Mark Leonard identified 8 High-Performance Conglomerates (HPCs) that his team studied. Our colleagues on @artofinvest covered Danaher earlier this week. We cover another tomorrow.
My conversation with Marc Lasry Marc started Avenue Capital, owned the Bucks, and is investing in sports franchises in a fascinating way He’s a legendary distressed investor He is also clearly joyful and happy, not something I see often in this world This was so fun
Loved the Mitch Rales interview on today's episode of the Art of Investing podcast. This is the Danaher co-founder's first-ever podcast — and, no surprise here, he crushed it. Rales goes deep on the power of compounding, philanthropy, and much more. Here are the highlights...…
Mitch Rales co-founded Danaher in 1984. He built one of the best businesses you’ll find. $10,000 invested in Danaher is worth ~$18 million today. After a fishing trip to Russia, Mitch vowed to give all his wealth away. The story is incredible: In 1998, Mitch flew to…
My test of almost any exec is whether they have studied DBS and how they infuse kaizen (continual improvement) into their culture and processes. A couple of my biggest business failures are not investing in Danaher alumni who went on to run GE and Ingersol Rand.
My test of almost any exec is whether they have studied DBS and how they infuse kaizen (continual improvement) into their culture and processes. A couple of my biggest business failures are not investing in Danaher alumni who went on to run GE and Ingersol Rand.
A complete conversation with one of the living legends, on building Danaher.
Our @artofinvest teacher today is Mitch Rales, one of the most iconic business builders and philanthropists of our time. Having cofounded @DanaherCorp 40 years ago alongside his brother and best friend, Steve, the Rales boys have strung together a track record of compounding that…
Founders, here’s a cheat code. Every Sunday go for a long run (or walk) outside while listening to @FoundersPodcast. It will remind you: - The journey is the reward - What you’re working on is hard, but not impossible - Success often takes decades - You’re not alone - You can…
I sat down with @ReustleMatt to review the 1Q2024. We discussed the strong performance in equities, record-breaking Bitcoin ETF launches, the stickiness of inflation, the path for the Federal Reserve, and why we may not see rate cuts in 2024. People are generally skeptical,…
Benchmark has a few golden rules to find huge companies: 1) Focus on what can go right. 2) Be exhaustive. 3) Never lose at the finish line. As @bgurley told us:
Today, we break down Gartner. Gartner provides research for leaders at big companies. It was founded in the late 70s by Gideon Gartner to advise businesses on IBM products. Today, it services 18,000 clients who, on average, pay Gartner $225,000 a year. Since 2004, the company…
A crazy fact from @mjmauboussin. The biggest tech companies are spending twice as much on capex as energy companies.
Pairing Bill Gurley and Michael Mauboussin in podcast with Patrick O'Shaughnessy asking the questions is self-recommending. Since they are three of my favorite people, I'm currently singing the Hallelujah Chorus. joincolossus.com/episodes/82708…
My conversation with @mjmauboussin and @bgurley on all things investing We cover: - AI - regulatory capture - the different types of increasing returns to scale - hardware - capital markets - working with extreme talent Bunch more Enjoy joincolossus.com/episodes/82708…
I spent 60 hours reading —and rereading— this 800 page biography of Walt Disney The episode is available now. I hope you find it worthy of your time!
Patrick OShaughnessy @patrick_oshag
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107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBqMostly Borrowed Ideas @borrowed_ideas
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59 Followers 459 FollowingPatrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”Jim O'Shaughnessy @jposhaughnessy
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185K Followers 1K Following Founder and CEO of Flexport, Venture Partner at Founders FundI guess maybe @joincolossus kinda w/ @MakingMediaPod? I’m weighing pros and cons in my head about doing it myself, but it’s messy right now in there. In my head. Aite gn
After listening to the Danaher story with Mitch Rales on @joincolossus, it reminded me of my early career roots in operational excellence, lean, six sigma, TPS, etc. What’s the best modern content (newsletters, YouTube, x etc) and/or who are the outstanding creators on these…
@patrick_oshag @joincolossus Big week for starting businesses with your siblings too.
Between Mitch Rales, Marc Lasry, and amazing breakdown of Ametek, it was one of the more fun weeks on @joincolossus in a while. Colossus team is 🧑🍳 👩🍳
Whether you're an operator or an investor, Danaher should be at the very top of the pile of great businesses to study This interview is excellent for every minute of the 2+ hour runtime joincolossus.com/episodes/37099…
This was incredible —and motivating! Andrew Huberman @hubermanlab on @jockowillink podcast describing me as “an ultra nerd” and Founders as a “spectacular podcast”
Reposted on the Invest Like the Best feed today is a conversation with Mitch Rales, the co-founder of Danaher. He’s hosted by @artofinvest There are so many concepts to take away, I can’t list them. But one really stands out to me: benchmarking When I first met Mitch,…
I’m a sucker for two kinds of business 1) technology, pushing a frontier somehow 2) critical industrial components, in fragmented and small end markets, often in regulated spaces, which are mission critical but a small % of the cost of the buyers product 🤣 AMETEK!
Today, we break down AMETEK, an industrial conglomerate that makes highly engineered, mission critical products. Think electrical connectors for submarines, solar x-ray monitors for NASA rockets, and wires for controlling commercial airplanes. AMETEK is one of eight companies…
Today, we break down AMETEK, an industrial conglomerate that makes highly engineered, mission critical products. Think electrical connectors for submarines, solar x-ray monitors for NASA rockets, and wires for controlling commercial airplanes. AMETEK is one of eight companies…
In his 2016 letter, Mark Leonard identified 8 High-Performance Conglomerates (HPCs) that his team studied. Our colleagues on @artofinvest covered Danaher earlier this week. We cover another tomorrow.
My conversation with Marc Lasry Marc started Avenue Capital, owned the Bucks, and is investing in sports franchises in a fascinating way He’s a legendary distressed investor He is also clearly joyful and happy, not something I see often in this world This was so fun
@JeshuaTLauka @PaulBuser @buhrman_rick @joincolossus I really liked all of the Jim Collins discussion, too. Might have to re-read some of his books soon.
Loved the Mitch Rales interview on today's episode of the Art of Investing podcast. This is the Danaher co-founder's first-ever podcast — and, no surprise here, he crushed it. Rales goes deep on the power of compounding, philanthropy, and much more. Here are the highlights...…
“The power of compounding.” “It just takes time.” Love this conversation with Mitch Rales. @PaulBuser @buhrman_rick @artofinvest podcasts.apple.com/us/podcast/art…
Mitch Rales co-founded Danaher in 1984. He built one of the best businesses you’ll find. $10,000 invested in Danaher is worth ~$18 million today. After a fishing trip to Russia, Mitch vowed to give all his wealth away. The story is incredible: In 1998, Mitch flew to…
This is incredible. Mitch Rales’s first ever podcast. Mitch founded Danaher ($180 billion market cap) and tells his story on this episode!
Our @artofinvest teacher today is Mitch Rales, one of the most iconic business builders and philanthropists of our time. Having cofounded @DanaherCorp 40 years ago alongside his brother and best friend, Steve, the Rales boys have strung together a track record of compounding that…
My test of almost any exec is whether they have studied DBS and how they infuse kaizen (continual improvement) into their culture and processes. A couple of my biggest business failures are not investing in Danaher alumni who went on to run GE and Ingersol Rand.
Our @artofinvest teacher today is Mitch Rales, one of the most iconic business builders and philanthropists of our time. Having cofounded @DanaherCorp 40 years ago alongside his brother and best friend, Steve, the Rales boys have strung together a track record of compounding that…
A complete conversation with one of the living legends, on building Danaher.
Our @artofinvest teacher today is Mitch Rales, one of the most iconic business builders and philanthropists of our time. Having cofounded @DanaherCorp 40 years ago alongside his brother and best friend, Steve, the Rales boys have strung together a track record of compounding that…
There are so many great nuggets from this interview that I keep coming back to. Many of the investment firms established in the 80s (KKR, Blackstone, Carlyle) ventured into PE. It is becoming apparent that, as an asset class, it no longer benefits from the same structural…
When I first hosted @AliBHamed he had a small firm that he’d started in his dorm, and he was making it work Today, his business is 10x larger at 2.5B across credit, equity and “hybrid” We talk about investing and building an investment firm. And what he sees today. Enjoy!
This is a must listen. One of the best conversations I’ve heard in a long time.
Our @artofinvest teacher today is Mitch Rales, one of the most iconic business builders and philanthropists of our time. Having cofounded @DanaherCorp 40 years ago alongside his brother and best friend, Steve, the Rales boys have strung together a track record of compounding that…