🎙️ podcast Analysis January 20, 2026 Invest Like the Best

Positive Sum Capital: O'Shaughnessy's Investment Philosophy Shifts from Software to Human Capital

Asset Management Media/Publishing
Conviction MEDIUM
Risk Profile 0.6/10 (LOW RISK)
Horizon 3-5 years
Signal Snapshot Core Theme: Asset Management / Media

Scale and efficiency drive returns

Relationship depth creates sustainable advantages

Talent development success; Relationship monetization

Executive Summary

Patrick O'Shaughnessy reveals his core investment philosophy centers on identifying unrealized human potential before market recognition. His principle for invention is simple: when he sees undiscovered talent, it becomes his obligation to support and amplify it. This approach has evolved from building software (Canvas) to creating media platforms (Invest Like the Best) to launching Positive Sum Capital, all unified by the same underlying thesis. O'Shaughnessy's success stems from understanding ...

Key Investment Opportunity

Human Capital Development Platforms

Businesses that systematically identify and develop talent before market recognition create sustainable competitive advantages

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