Episode Details

Joe Liemandt  - Building Alpha School, and The Future of Education - [Invest Like the Best, EP.439]
8/26/2025
Invest Like the Best with Patrick O'Shaughnessy

Key Insights

Bullish:

  • 🟢 $EDGAMING - Joe is highly confident in the potential of educational gaming, having invested over $100 million in top video game designers to create engaging educational games that can rival popular entertainment games.
    • We've invested over a $100,000,000 in getting some of the best video game designers in the world. They're down in Austin and they are building a video game on top of the two hour learning engine that they believe will rival any video game on the planet.” - Joe (1:44:48)
  • 🟢 $TIMEBACK - 🔒
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  • 🟢 $EDTECH - 🔒
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  • 🟢 $AINATIVE - 🔒
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  • 🟢 $EDTIKTOK - 🔒
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  • 🟢 $MICROSCHOOLS - 🔒
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Bearish:

  • 🔻 $SAAS - 🔒
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  • 🔻 $LEGACYSW - 🔒
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