Tracy Graham

Managing Principal - Graham Allen Partners

[Tracy Graham @tgraham27]

@nvchawla @elonmusk @Tesla Nitesh - thanks for sharing your experience just before I decided on my Tesla. I’m sure they’ll figure it out. Let me know how it gets resolved!

[McKinsey & Company @McKinsey]

🤝🏼Hiring
✍🏽Onboarding and development
⭐Performance management

#GenerativeAI has the potential to positively reshape #HR functions for leaders that embrace the emerging tech. Explore the potential use cases, benefits, and risks: https://t.co/CbGnbGLSWT #HR

[Tracy Graham @tgraham27]

@ChrisJBakke u

[Tracy Graham @tgraham27]

Proud to be an inaugural signatory of this initiative.

[ILPA @ilpaorg]

ILPA is delighted to release the first report in our Diversity in Action - Sharing Our Progress series. This first report shares insights from our signatory network on #DEI metrics and data capture in #privateequity read the full report, https://t.co/isF3D0NuQT

[Kevin Deeth @kdeeth]

Congrats to Mark and his team on. The official launch of Eads Bridge Holdings. Bridging the informational divide of technology to secondary markets!

[Nancy R. Lazar @NancyRLazar1]

The manufacturing renaissance/onshoring theme means US-focused capex companies should outperform.

And they are.

#economics #economy #GDP #capex
#onshoring #reshoring #investment #stocks

[Tracy Graham @tgraham27]

"I learned to optimize for integrity over capability. And that was a huge learning because I didn't think that that's how great teams were built." Critical, irrespective of industry, size, or life cycle. Great episode.

[Patrick OShaughnessy @patrick_oshag]

My conversation with @chamath.

We discuss:

- personal finance
- inequality
- value investing
- health care
- climate change
- lessons from Social Capital

Chamath is a central figure in markets in 2021, and this is different kind of discussion. Enjoy!

https://t.co/sWFtSiJBkP

[Tracy Graham @tgraham27]

@patrick_oshag @chamath "I learned to optimize for integrity over capability. And that was a huge learning because I didn't think that that's how great teams were built." Critical, irrespective of industry, size, or life cycle. Great episode.

[Tracy Graham @tgraham27]

@patrick_oshag @alighodsi @databricks "Awareness from the top" about getting the Data & AI strategy right is the biggest shift over the last few years. Historically this was decentralized in IT. Great insight

[Tracy Graham @tgraham27]

Industry agnostic advice "Digitalization is affecting all aspects of the conventional supply chain-it is so tempting to think of digital as a creative revenue-But really, it's a fundamental shift. And if you don't believe that for your own segment, what happened to Tower Records?

[Patrick OShaughnessy @patrick_oshag]

My conversation with @joosterizer on the business of gaming

- GameStop’s rise and fall (we recorded before the recent madness but this gives great history)
- The shifting business models from birth of Nintendo to today
- the 4 major trends for the future

https://t.co/5SEx0iFrZY

[Tracy Graham @tgraham27]

Part 3: MLK speech 2012 https://t.co/f89NARC8Ne

[Patrick OShaughnessy @patrick_oshag]

Interview principles:

- prepare with context, not questions
- optimize for novelty
- ask for clarification if needed
- set a high energy level
- laugh easily
- search for “secrets”
- help deliver lessons through stories
- minimize pause between an answer and next question
- STFU

[Tracy Graham @tgraham27]

Just saw another Prime commercial. 2-hour delivery. Is this the new standard? Impenetrable moat?

[Tracy Graham @tgraham27]

Can local businesses survive long term if Amazon continues to set new standards for delivery speed , technology, and scale?

[Tracy Graham @tgraham27]

@patrick_oshag @zbfuss Great thoughts on the combination of a flexible capital base and industry specific expertise that offers a unique advantage from the prototypical asset manager. @BrentBeshore seems to have captured this well with his model @PermanentEquity

[Tracy Graham @tgraham27]

@tseides @JamesClear "The heaviest weight at the gym is the front door!" Timely for all the resolutioners out there. Thoughtful episode.

[Tracy Graham @tgraham27]

The "democratization of education" which plants the seed for ambition is a really interesting and relevant topic in this one by @_ram_ and @patrick_oshag . Curious to see how Higher-Ed will hedge against this proliferation of alternative knowledge acquisition.

[Patrick OShaughnessy @patrick_oshag]

My conversation with @_ram_, the founder of Octahedron

- scope of the coming internet opportunity
- key levers in 8 internet business models 🤯
- the Carvana playbook

As a friend said “this morning’s pod is NOT a 1.5x listen.”

Ram’s passion is palpable

https://t.co/KcBlyYuJVQ

[Colossus @colossusmag]

Weekly Colossus update:

🎙 Episodes: @tgraham27 and @zoink @ https://t.co/XfJ9ZoVvBI

👩‍💻 Hiring: front-end dev - https://t.co/hYY3bFzH0P

📰 Colossus Weekly Newsletter: https://t.co/1RbdqhaBlI

🗺️ 2021 Ambitions: Read on for our 2021 roadmap.

[Tracy Graham @tgraham27]

@kmccrystle @patrick_oshag @reidhoffman Check out @NancyRLazar1 research on the Manufacturing Renaissance . She is with @csm_research and they have great data on this.

[Tracy Graham @tgraham27]

Humbled to be a part of the incredible platform and roster @patrick_oshag has built with @InvestLikeBest and now @joincolossus . I hope everyone has a rejuvenating holiday.

[Patrick OShaughnessy @patrick_oshag]

My conversation with Tracy Graham on lower and middle market private equity.

We discuss:

- regional manufacturing and health care
- mispriced data sets inside smaller regional businesses
- unlocking value from previously unused data
- Lou Holtz

Enjoy!

https://t.co/0Cw6OXmSou