Invest Like the Best with Patrick O'Shaughnessy · Colossus | Investing & Business Podcasts

Henry Ellenbogen - Man Versus Machine

·1 hr 48 min·5 clips

Henry Ellenbogen discovered that just 40 stocks—1% of the market—drive almost all wealth creation over a decade.

Henry Ellenbogen shares his investment philosophy focused on identifying the rare 1% of companies that drive long-term compounding returns. He discusses how understanding people and change, leveraging AI for competitive advantage, and betting on 'Act 2' founders are key to building durable businesses. The conversation also explores market structure challenges and the transformative potential of robotics.

As heard by us

An investor's case for AI as operating leverage, not a slogan.

Patrick frames Henry Ellenbogen, founder and managing partner of Durable Capital Partners, in a discussion that stays anchored in how AI is reshaping the economics of running a business. It moves cleanly from Henry's T.

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Why you'd press play

You want a cleaner way to think about AI and durable businesses.

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