Patrick OShaughnessy
@patrick_oshag
building @psumvc @joincolossus hosting @investlikebest
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a…
One of the cooler data visuals I’ve seen, the drop in lost ships during WWII, owed to cracking Enigma
So many nuggets of wisdom here. Most impressed by how the head of a $115b fund recounts investment details off the top of his head. Simplicity is key. PS - my interviews at GS Special Sits Group at 23 yrs old remain the most intense ever.
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a…
What are the best books written about a single company, where the company is still in its heyday (think Apple in China, the NVIDIA Way, etc)?
I've listened to this episode 3x already and keep returning for more. So many great lessons and stories every week from @patrick_oshag and @InvestLikeBest
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a…
For @joincolossus , I spent a few weeks trying to hack my own productivity with "white collar PEDS" joincolossus.com/article/white-…
Face the tiger (we got the footage from their office)
i really hope that one day we'll get a book which goes into Goldman risk-arb (Rubin era) and Goldman SSG + how they each, in their own era, produced an incredible track record of alumni
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a…
Wonder when we will see HALOs in investing world
kwokchain.com/2025/07/15/the…
Investing themes don’t last long…act accordingly !
GS SSG was truly a machine back in the day. Some of my brightest peers and colleagues from my days in markets were trained there
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a…
The goats always drink Coke
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a…
A great story of talent identification
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a…