48 min
Howard Lindzon – Fintech and Trend Following Invest Like the Best with Patrick O'Shaughnessy
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- Investing
My guest this week aspires to be the Larry David of investing, and we discuss why. Howard Lindzon is hard to categorize. He’s primarily an early stage investor right now, but he’s participated in all types of investing. He describes himself as a trend follower and always has a unique take on popular topics.
In this conversation, we cover his investing history and his take on the fintech investing landscape. What I’ll remember most is the idea that we should focus on what is happening versus what we think will happen or might happen. There is a Peter Lynch like quality to some of Howard’s thinking, and a willingness to embrace the weird that I find very appealing. The few times I’ve met Howard, I’ve smiled or laughed most of the time, which is about as nice a thing as I could say about someone.
He’s a good example of why I like this podcast format. His investing style bears literally no resemblance to my own, but it got me thinking about a lot of new things. I hope you enjoy our chat.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
1:42 - (First Question) – Why he wants to be the Larry David of investing
2:00 – Why his investing style is best described as trend following
4:05 – The biggest inspirations/influencers on Howard’s investing
6:39 – What made his second mentor, Fred Wilson such a great investor
9:52 – Formation of Wall Strip
12:33 – Why weird is so important in his investment philosophy
14:56 – Understanding his investment philosophy through his investment in Rally Road.
21:02 – His assessment of the fintech space
28:54 – Why fintech pushes away from human nature
30:50 – Major trends in fintech that have his attention
35:02 – What stands out about the teams at these companies he invests in
36:37 – Thoughts on fractionalization plays
36:44 – Capital Allocators podcast episode
36:54 – Venture Stories Podcast
40:03 – Any major trends that are changing and worth attention
42:06 – The Tipping Point: How Little Things Can Make a Big Difference
43:26 – His take on the media landscape
45:10 – Kindest thing anyone has done for him
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag
My guest this week aspires to be the Larry David of investing, and we discuss why. Howard Lindzon is hard to categorize. He’s primarily an early stage investor right now, but he’s participated in all types of investing. He describes himself as a trend follower and always has a unique take on popular topics.
In this conversation, we cover his investing history and his take on the fintech investing landscape. What I’ll remember most is the idea that we should focus on what is happening versus what we think will happen or might happen. There is a Peter Lynch like quality to some of Howard’s thinking, and a willingness to embrace the weird that I find very appealing. The few times I’ve met Howard, I’ve smiled or laughed most of the time, which is about as nice a thing as I could say about someone.
He’s a good example of why I like this podcast format. His investing style bears literally no resemblance to my own, but it got me thinking about a lot of new things. I hope you enjoy our chat.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
1:42 - (First Question) – Why he wants to be the Larry David of investing
2:00 – Why his investing style is best described as trend following
4:05 – The biggest inspirations/influencers on Howard’s investing
6:39 – What made his second mentor, Fred Wilson such a great investor
9:52 – Formation of Wall Strip
12:33 – Why weird is so important in his investment philosophy
14:56 – Understanding his investment philosophy through his investment in Rally Road.
21:02 – His assessment of the fintech space
28:54 – Why fintech pushes away from human nature
30:50 – Major trends in fintech that have his attention
35:02 – What stands out about the teams at these companies he invests in
36:37 – Thoughts on fractionalization plays
36:44 – Capital Allocators podcast episode
36:54 – Venture Stories Podcast
40:03 – Any major trends that are changing and worth attention
42:06 – The Tipping Point: How Little Things Can Make a Big Difference
43:26 – His take on the media landscape
45:10 – Kindest thing anyone has done for him
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag
48 min