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portfolio

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 7, 2026 by Patrick O'Shaughnessy · across every show →

Everything said about portfolio, oldest first

Jul 7, 2026 neutral
Disclosure
O'Shaughnessy: Over 60% of fund portfolio value is not pure software
“In our portfolio, what percent was not pure bits. And it's like 60 something percent is, is not just software by, you know, based on the market value of our investments.”
Patrick O'Shaughnessy Jul 7, 2026 ▶ 56:24 Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
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