John Burbank & Charles Songhurst

Published on
April 24th, 2015
Topic
Investment Framework, Positioning, Technology
Duration
57 minutes

John Burbank & Charles Songhurst

The Chain ·
Featuring Charles Songhurst

Published on: April 24th, 2015 • Duration: 57 minutes • Topic: Investment Framework, Positioning, Technology

For the third link, The Chain extends to San Francisco, where John Burbank sits down with Charles Songhurst, private tech investor and former Head of Corporate Strategy at Microsoft. In this insight-packed conversation, Charles discusses the potential for growth within the US economy, San Francisco as a nexus of innovation, and his approach to assessing investments in the sector.

Comments

  • PJ
    Peter J.
    6 December 2018 @ 11:53
    Thanks Raoul somehow missed this one first time round, picked it off 'Raoul's Picks', great interview, even after 3 years +
  • AH
    Alex H.
    19 November 2018 @ 17:25
    What a brilliant conversation! he was so right about AWS.
  • HJ
    Harry J.
    23 November 2017 @ 19:12
    Very good. I understand why others make better decissions than i do. Their smarter and are on a different plane than I am. Feeling stupid after this.
  • JC
    Jack C.
    1 June 2017 @ 20:25
    Anyone know who was the investor he was referring to in the end? Someone who worked for Stan Druckenmiller for many years, now runs his own capital with an amazing track record.
    • my
      markettaker y.
      14 November 2018 @ 03:03
      Bessent?
  • NA
    Nasser A.
    15 April 2017 @ 10:00
    شكرا جون بربانك
  • T~
    Tshort63 ~.
    23 January 2017 @ 08:36
    Great interview. It is amazing how quickly the narrative can change. Unicorn is a bad word representing unrealistic market valuations and financial expectations. Much of the discussion though is timeless wrt thinking and frameworks.
  • CS
    Connor S.
    12 October 2016 @ 17:16
    J Burbank is a great interviewer. Appreciate both these guys!
  • DG
    Dion G.
    19 July 2016 @ 05:59
    My mind is just realizing an entirely different view. That whole bit on credentials is an absolutely mind blowing thought.
  • DG
    Dion G.
    19 July 2016 @ 05:56
    Brilliant! This guy sees the world in a vey different way. Total privilege to listen too. My mind is just reali
  • AF
    A F.
    26 June 2016 @ 15:55
    I would love to read Charles' essay on compounding - can somebody send a link?
  • JK
    Jack K.
    3 April 2016 @ 07:27
    I live in Kansas City. I briefly studied in Oxford. Prediction: the most growth in the U.S. over the next 25 years doesn't come from the coasts, left or right.
  • RM
    Robert M.
    3 February 2016 @ 23:48
    3d printing is going to change the physical parts hew was talking about.
  • AG
    Alexander G.
    19 October 2015 @ 12:15
    You can just imagine how John grills company management with razor sharp questions when they come to his office. No bullshit allowed.
  • SJ
    Suzanne J.
    19 October 2015 @ 03:12
    My vertical learning curve has just gone parabolic. So enriched by great minds.
  • MD
    Matt D.
    18 October 2015 @ 16:15
    Simply a great interview. The chain is awesome.
  • AG
    Alex G.
    12 October 2015 @ 08:15
    just love when foreigners compliment the U.S
  • CG
    Colin G.
    3 May 2015 @ 15:16
    Theme provoking discussion between two very intellectual participants...10/10
  • JS
    John S.
    30 April 2015 @ 04:27
    Superb
  • sp
    shashwat p.
    29 April 2015 @ 09:37
    In contrast to this kind of giddy so-cal optimism, Peter Thiel makes a very well reasoned argument that innovation is actually slowing down globally
  • sp
    shashwat p.
    29 April 2015 @ 09:34
    So he has barely made it through half a cycle and he is pricing in the "golden age" for US tech. Makes perfect sense. The bell tolls...
  • MS
    Max S.
    28 April 2015 @ 21:12
    LOL Great questions but no answer to them!
  • CB
    C B.
    28 April 2015 @ 14:43
    He mentions Xero. The stock trades at a market cap of $2.6B NZD on sales of just $73m. Seems to be factoring in a tremendous amount of upside. Buyer beware.
  • AA
    Ali A.
    28 April 2015 @ 09:52
    Thoughtful, philosophical and tangible... awesome interview! Good choice John
  • JA
    John A.
    27 April 2015 @ 03:19
    So good on so many levels. I am beginning to think that my subscription fee to Real Vision is the premium on a call option that is going to pay off in some serious real and intellectual capital.
  • JP
    Jeronimo P.
    26 April 2015 @ 12:39
    Now this is more like it.
  • AE
    Alex E.
    26 April 2015 @ 10:07
    baby Boomers and I don't see technology being able to understand humans enough to be able to categorize them in terms of ability.
  • AE
    Alex E.
    26 April 2015 @ 10:05
    Gotta pay down Global Gov't debt first, There has to be reckoning for the demise of the
  • JE
    Jos E.
    25 April 2015 @ 03:18
    Phenomenal
  • RA
    Robert A.
    25 April 2015 @ 00:26
    He starts with his love of the law of compounding and ends with a rather bashful aw shucks....30% per year return. Where does RV find these guys?....can't wait for HIS next link in the chain!
  • RA
    Robert A.
    25 April 2015 @ 00:21
    His comments about the sure to come Teck driven transparency of competence are just so elegant, a universal mirror that will show just the amount of competency cloth we all wear.
  • BL
    Bruce L.
    24 April 2015 @ 17:42
    I once again find myself forced to lower my estimation of my competence. Terrific insights.
  • CC
    Christopher C.
    24 April 2015 @ 16:33
    His ability to zoom in and out on metrics and dimensions I had not even considered is eye opening. Charlie Munger say humility is knowing the edge of your own competence. Consider me humbled.
  • PR
    Peter R.
    24 April 2015 @ 16:22
    Brilliant session, lots of insights not just about tech but evaluating other more diverse businesses. I thought the comment about age arbitrage was interesting. I am clearly way out of the money.....
  • GT
    Graham T.
    24 April 2015 @ 16:12
    fan?
  • GT
    Graham T.
    24 April 2015 @ 16:11
    This is why I subscribe!!! and a Brit!!! Is he a Chelsea