Episode Details

Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]
9/2/2025
Invest Like the Best with Patrick O'Shaughnessy

Key Insights

Bullish:

  • 🟢 $MAINST - Shore Capital focuses on investing in smaller, Main Street businesses, creating value through consolidation and scale in specific sectors.
    • This is Main Street, not Wall Street. And we're buying business, but it's in a sector we believe that you create value by consolidation and scale.” - Justin (15:05)
  • 🟢 $MICROCAP - 🔒
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  • 🟢 $PE - 🔒
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  • 🟢 $HC - 🔒
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  • 🟢 $TALENT - 🔒
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  • 🟢 $SPORTS - 🔒
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