Episode Details

Josh Kushner - Building Thrive Capital - [Invest Like the Best, CLASSICS]
3/28/2025
Invest Like the Best with Patrick O'Shaughnessy β†—

Key Insights

Bullish:

  • 🟒 $STRIPE - Thrive Capital made a significant investment in Stripe, expressing strong confidence in the company's business model and leadership team.
    • β€œStripe just raised a large round. We felt fortunate to be a part of it. We put a billion 75 between us and our partners into the company. I can't think of a better business model and a more extraordinary team for us to have the opportunity to invest in in a very deep way.” - Josh (54:58)
  • 🟒 $AI - πŸ”’
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  • 🟒 $CONSUMER - πŸ”’
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  • 🟒 $FINTECH - πŸ”’
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  • 🟒 $SOFTHARD - πŸ”’
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  • 🟒 $HC - πŸ”’
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Bearish:

  • πŸ”» $CRYPTO - πŸ”’
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