At Colossus, we bring you into the conversation with world-class investors, operators, and domain experts. 

Our podcasts can be found on all major players. Visit our website to learn more: www.joincolossus.com







Colossus

In the watch world, all roads lead to Patek Philippe.

We spoke to former Patek employee and lifelong enthusiast John Reardon to understand what makes this business so special.

Live now in your podcast player of choice: pod.link/1559120677

Colossus Dominic Cooke

Nic Humphries, Senior Partner at Hg, joins Zack Fuss for the Business Breakdowns podcast, discussing the business history, growth and leadership transition across almost 20 years of partnering with Visma.

"We're joined by Nic Humphries, the Senior Partner and Executive Chairman of Hg, which is one of the leading software investors in Europe. Nic is intimately familiar with Visma, given Hg owns over 50% of the business and has been invested for over 17 years. Hg initially invested as part of a take-private transaction in 2006 at just a $450 million valuation and based upon the latest recap completed in December, today, the business is valued at over $21 billion."

A great insight into our philosophy to build enduring businesses over decades, with Visma evolving into a truly world-leading champion of cloud software.

Thanks to the team at Colossus for a great conversation

Our teacher today is Harvard Business School legend, Andre Perold. Part of our vision for Art of Investing is to shine a light on some of the world’s leading teachers - not hacks like me and Paul Buser but REAL, PhD-wielding academics. And if there were a Mount Rushmore for investing faculty, I don’t know who the other 3 would be (def. Ben Graham, prob. Jack McDonald) but without question Andre’s handsome mug would be on it. 

Born and raised in South Africa, Andre taught at HBS for over 30 years, earning numerous awards for both his research and teaching excellence, culminating in being voted by the student body as the school's most outstanding professor in a Business Week survey.  

If you were an aspiring investor attending HBS, Andre’s class felt like the ONLY class that mattered. Of course, when I showed up there nearly 20 years ago, I found out that Andre would be on sabbatical to co-found HighVista Strategies, a now leading investment firm he manages with ~ $10 Billion of AUM and focused on investing in structurally inefficient opportunities across both public and private markets. 😕 

In this session, Andre deconstructs the concept of compounding in a way that only he can, with an appreciation for both the academic and practical components. 

Personally, it was such a privilege for Paul and I to have Andre join us in class. For us, he represents the pinnacle of investor-teachers. It was also just a terrific way to synthesize and close out our fall semester on campus. 

With that, I hope you enjoy our class with the one and only professor Andre Perold!

Spotify - https://lnkd.in/ebNMBxUw

Apple - https://lnkd.in/eufJPwEX

Sator Grove Holdings Paul Buser Greg Dugard

Colossus Joe Berg Joanna Helm Matthew Reustle, CFA Dominic Cooke Patrick O'Shaughnessy, CFA David Senra

University of Notre Dame Notre Dame Institute for Global Investing Patty Brady

HighVista Strategies Harvard Business School

Highlights from last week's episodes at Colossus:

1) “Scale is information, information is knowledge, and knowledge is power.” -  Invest Like the Best

2) “Marketing is our core competency. We're going to outsource everything else. Red Bull has no production facilities or warehouses.” - Founders

3) “I don't wait for things to cross my desk. I go out and look for them. I made 250 calls a day for 30+ years.” - Invest Like the Best 

4) “The most dangerous thing for a branded product is low interest.” - Founders

​5) "The first meeting is easy. Anyone can get a first meeting. It's the fifth meeting and how you're perceived that's critical. If there's no consistency and follow-up, you won’t build a business." - Invest Like the Best
​
6) Mateschitz has a zest for life that rivals Richard Branson but his obsession with controlling information puts him closer to Steve Jobs. Like the Apple founder, Mateschitz pulls the strings behind a consumer cult, and cults rely on message control.” - Founders

7) “Trane has an internal target to reduce their customers’ carbon emissions by 1 gigaton by 2030, which is 2% of world emissions. Very few companies can have that type of impact.” - Business Breakdowns

8) "The market is rigged. The price is the only thing that's somewhat telling the truth." - Making Markets

9) “The lines between Red Bull, Red Bull athletes, and Red Bull events are blurry on purpose. It's just one big image campaign with many manifestations.” - Founders

10) “I just love the fact that on the planet right now exist millions of people doing incredible work that you’ve never heard of before.” - Making Media
​
​11) “Capital Returns is one of the best books that you can read about investing. It explains why you want to invest in industries when supply is shrinking and that’s exactly what we saw last year with podcasting.” - Making Media
​
12) "Go work at something whose product is flying off the shelf because that's going to attract the best people. Don't worry about your title within that company because there's going to be all this organic growth and you're going to be filling the holes. It's very much about momentum." - Making Markets.

You can find our episodes at www.joincolossus.com.

Thanks to our guests Michael Ovitz, Brett Larson, and Howard Lindzon, and our hosts Patrick, David, Eric, Matthew, and Dominic.

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Colossus is a leading destination for learning about business and investing, hosting definitive conversations with the world’s best investors and operators. They strive to create, curate, and distribute top-quality content for an audience of investing professionals and entrepreneurs.

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