1min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Rebecca Kaden – Thesis Driven Investing - [Invest Like the Best, EP.155]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

How Can the Internet Drive Up Value and Down Cost?

Three point o is a full representation of what all the partners were talking about and what we were really thinking about. It was already very much in action from an investing point of view. How can you systematically drive up value and down cost around major buckets of customers spend, either by building consumer applications or by building the sass applications that support it? And that's really what we've been focused on now - particularly in three categories. The next form of community and belonging and fun, and how does that interact with well being? i've been really interested in.

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