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Something I speak about frequently on Invest Like the Best is the idea of life's work. A more fun way to think about it is that I'm looking for maniacs on a mission. This is the basis for our investment firm, Positive Sum, and it's the reason why I'm so enthusiastic about our presenting sponsor, Ramp. Not only are the founders, Kareem and Eric, life's work level founders, certainly maniacs on a mission, they have created a product that is effectively an unlock for founders and finance team to do more of their life's work by streamlining financial operations, saving everyone their most precious
an investor, staying ahead of the game means having the right tools, and I wanna share one that's become indispensable in my team's own research, AlphaSense. It's the market intelligence platform trusted by 75% of the world's top hedge funds and 85% of the s and p 100 to make smarter, faster investment decisions. What sets AlphaSense apart is not just its AI driven access to over 400,000,000 premium sources, like company filings, broker research, news, and trade journals, but also its unmatched private market insights. With the recent acquisition of Tigas, AlphaSense now holds the world's prem
Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc. My
guest today is Alan Waxman. Alan is the cofounder and CEO of Six Three, one of the most unique investment firms with a go anywhere, do anything mandate across asset classes, geographies, and time horizons. He describes his journey from Goldman Sachs' Special Situations Group and the frameworks he brought with him to lay the foundation for sixthree. Alan details their famous investments like Spotify and Airbnb during challenging periods, their innovative sports partnerships with Real Madrid and FC Barcelona, and their $30,000,000,000 Tau vehicle that allows them to write billion dollar checks w
The axon is the nerve that connects your brain to your muscle, and it happens to be the core part of what degenerates in spinal muscular atrophy, which is the disease my daughter is diagnosed with. And so from my perspective, an important factor in starting the firm and leaving Goldman at that time was that on one end, while I loved investing, I also just resolved that there was a glimmer of hope to save my daughter and other kids who had her condition. But that glimmer of hope was not gonna last very long, and time was not our friend. And so I needed to go as quickly as possible to drive succ
touching.
I described to people, if you have a boat and you have a hole in it, trying to build water at the boat is not really gonna be a useful strategy. You're gonna sink just maybe a tiny bit slower. Once you fix that bolt, and now there's water on the boat, now being water on the boat could actually be a really good strategy. Mission stage two now is that we're working on a ton of drugs that we think can regenerate muscle. Nerve is harder to do, but muscle is a little bit easier. And also help existing nerves get a little bit stronger on stuff. We have one already in the clinic. It's not the best on
the time, I'll say it. One of the most remarkable, inspiring, incredible stories I've ever heard of this type. And I'd love just to put a bow on it by asking what the prog
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