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Patrick OShaughnessy Profile picture
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4 Apr, 4 tweets, 3 min read
To make it possible to break down every interesting business in the world, we are going to need lots of help.

To start, I’m thrilled to announce our first two hosts @jspujji and @zbfuss.

You’ll hear from both this week (+ special guest Friday).

Tomorrow, we explore Shopify!
Here’s my original conversation with @zbfuss on all things food (you’ll hear him cover Chipotle this week)
And here’s my conversation with @jspujji

He’ll host Chipotle, Twilio, and many other companies soon.
As for me, I’ll join occasionally to guest host and host a few of my own. I’ve got episodes on Costco and Visa coming over the next few months

We’ll be looking to enroll more guests, hosts, researchers (“pioneers”), and beta users for our new app. Follow @joincolossus for it all

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More from @patrick_oshag

Patrick OShaughnessy Profile picture
28 Mar
There’s a huge opportunity to create detailed content for those who’ve recently become wealthy

There’s a “dark arts” feel to the trust, estate, tax, and investing advantages available to wealthiest

Should be accessible to all. Starts with education

What’d be on the curriculum?
If you want to partner with us to create this, DM me.
One simple thing: I don’t think most understand how central lending is to how wealthy manage cash and taxes.

the JPM/MS/GS of the world can use balance sheets so effectively for wealth clients.

Someone should set up lending/balance sheet as a service. Give us an API!
Read 4 tweets
Patrick OShaughnessy Profile picture
21 Mar
Imagine if you could click any of these logos and access a definitive conversation on the business, filled w/ applicable lessons

This is just part of the vision that we are working towards @joincolossus

We take the first step April 5th

We'll need your help

T-minus 2 weeks...
If you are a designer or front end engineer and are interested in helping us build the application behind this, DM me.
Companies are just one category.

We’ll map everything.

- breakdowns of companies, protocols
- primers on horizontal topics (eg NFTs, marketplaces)
- important historical episodes
- more

Conversation allows so much quality throughput. Will also share supporting materials.
Read 4 tweets
Patrick OShaughnessy Profile picture
10 Jan
1/ GameStop is one of the most fun businesses to study for both its success and failure.

Relative to other specialty retailers, it dominated up until the financial crisis, but has since done very poorly.

But unlike Tower Records or Blockbuster, it is still in business
2/ Thanks to the tailwind gaming has provided, its revenues have grown long-term but EBITDA and margins have been terrible as the gaming world has digitized over the past 5 years.
3/ As I learned in @joosterizer book One Up, their early physical retail edge rested on counterpositioning: doing things Walmart and others couldn't:

1. Accessibility
2. Deeply trained expert staff
3. Tailored loyalty program
4. Custom inventory management for used game sales
Read 9 tweets
Patrick OShaughnessy Profile picture
9 Jan
Starting to collect important questions for 2021 and beyond in this thread.

Please send questions you are interested in too!

1. Will demand for compute continue to double every few months? Tons of implications for semiconductor design and manufacture. mule.substack.com/p/gpt-3-and-th…
2. What will be the next major use of mRNA vaccines? What will our new understanding of protein folding lead to?

deepmind.com/blog/article/a…
3. How will better data and workflows improve our health care system (prediction, prevention, price of care, outcomes, compliance)?
Read 12 tweets
Patrick OShaughnessy Profile picture
26 Dec 20
Ideas are a dime a dozen, so better start posting them to make this thread worth something:

1. Multi-player habit tracker app

2. If not religious, establish your own daily prayer, weekly sabbath, and annual pilgrimage

3. Turn off paid marketing and find way to maintain growth
1. Scour your operating expenses for areas that could be the basis of a new product (eg AWS, Cloudflare Workers)

2. Build a “Zestimate” for your industry

3. Build award show or list for group that compliments your offering (eg Midas list, Michelin stars, 30 under 30, MTV VMAs)
1. Film a family member or friend dancing, then use runwayml.com green screen tool for some fun magic

2. Zillow and AirBnb, but only for woods/nature enveloped cabins

3. A la carte online courses, NOT subscription (I always want 1-2, but never want—or buy—the bundle)
Read 8 tweets
Patrick OShaughnessy Profile picture
4 Dec 20
For the last year at @OSAMResearch, we’ve been building.

Excited to share this new post that shares the lessons we've learned. We now believe the future of asset management will be defined by a new category: "custom indexing."

More in this thread...

canvas.osam.com/Commentary/Blo…
@OSAMResearch When we launched Canvas (canvas.osam.com), we followed the advice of @chetanp to find a small, great set of partners and then stop taking new ones for a long time.

A year ago we did so, partnering with 9 RIA firms, and building out the platform based on their needs...
@OSAMResearch @chetanp This "go slow to go fast" mentality has paid off.

We had a theory that people would want deeply tailored strategies for individual clients.

Yesterday, we opened our 500th account. 70% of them are totally unique in their settings.
Read 8 tweets

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