Invest Like the Best with Patrick O'Shaughnessy Rebecca Kaden – Thesis Driven Investing - [Invest Like the Best, EP.155]
Jan 21, 2020
Rebecca Kaden, a partner at Union Square Ventures, shares insights into thesis-driven investing and the evolution of USV’s strategy. She discusses the urgent need to reform the education system and bridge the gap between education and job preparedness. Kaden highlights innovative companies reshaping learning and challenges in capital access. The conversation also touches on digital marketing, unique tech solutions for education, and the importance of community in healthcare, all while emphasizing the vital role of consumer behavior in today’s market.
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Thesis-Driven Investing
- USV's thesis-driven investing approach involves identifying promising ideas and shaping investment strategies around them.
- This method has proven successful due to both its results and the team's enjoyment of the process.
Untapped Potential in Education and Healthcare
- Technology has significantly impacted many areas, but education and healthcare costs have risen dramatically.
- Venture capital should focus on these areas to improve quality and reduce costs, similar to other sectors.
Broken Education System
- The education system is broken due to a widening gap between education and job preparedness, stagnant teacher salaries, and rising student debt.
- Focus on external, technology-driven solutions offering better quality and lower costs to disrupt the system from the outside.
