Andrew Wilkinson started the design agency, Metal Lab and Victoria BC. He became one of the premier design firms in the world building UIs for Slack, Coinbase, Tinder,. Headspace, Patreon, you name it. With that Metal Lab success, Andrew and his partners Chris and Jeremy started to think about investing. Their friends at Tiny share a lot of the same investment philosophies as what we were talking about here with Andrew and Howard.
We sit down with legendary investor Howard Marks of Oaktree Capital and his son Andrew who, while less-well-known, is also an incredibly accomplished investor in a very different arena: early-stage VC. The purpose of the conversation was to discuss their joint work together on Howard’s all-time most popular memo, “Something of Value”, which made the then-shocking argument that Value and Growth investing are not diametric opposites but rather two sides of the same investing coin. We of course dive deep into that, and also cover plenty of fun Oaktree and investing history, as well as Andrew’s favorite topic: selling (or not selling, as the case may be). This is not one to miss!
If you want more Acquired, you can follow our public LP Show feed here in the podcast player of your choice (including Spotify!).
Links:
Sponsors:
Statsig: https://bit.ly/acquiredstatsig24
Vanta: https://bit.ly/acquiredvanta
Crusoe: https://bit.ly/acquiredcrusoe
Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.