Jim O'Shaughnessy
The Visionary
The future, and what is barely possible, reads round the next corner.
Jim O'Shaughnessy operates as The Visionary because he compresses decades of pattern recognition into sweeping, durable frameworks. His formulation of arbitraging human nature recasts market strategy as anthropology rather than finance.
“And we felt really proud about that because it isn't too often that you're able to invent kind of a new category of investing. And as we chatted about it and talked it out, we're like, you know, we're at an inflection point here. We are a relatively small boutique, even though this is working really, really well.”
“That really is crazy. And so that unlocks tremendous talent that never had access to the Hollywood infrastructure. So our thesis is there are tons of really creative people out there who now have the tools to make great movies. Another thing I wanted to do was where are the rudies of movies today?”
“Back end points, but for everybody, we're not going to use Hollywood accounting. Our accounting is very, very straightforward. Here's what it costs us to make it, what happens after we recover those costs. You own X percent if we manage to sell it or generate revenue from it through the multiple platforms, you can put it out on.”
“I felt that that was really, really important because everybody has different ideas, as you point out, the Catholic bishops wanted to exclude certain things.”
Masters in Business: “A Timeless Collection of Infinite Wisdom with Jim O'Shaughnessy”
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