Josh Buckley - Identifying Legendary Start-ups

**Patrick O'Shaughnessy** (0:00)
This episode of Invest Like the Best is sponsored by Canallist. Canallist is the leading destination for public company data and analysis. I'd heard of Canallist over the past few years and became more interested after meeting the founder and CEO last year to pick his brain about SaaS businesses. Founded by a former buy side analyst who encountered friction in sourcing, building and updating models, Canallist is now used by over 300 institutions, including the largest money managers in North America and by a number of guests on the show.
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If you're curious to hear more about Canallist, stay tuned at the end of the episode where I talk to Canallist CEO, Demir Hatt. This episode of Invest Like the Best is brought to you by Tegas. I started hearing about Tegas when several of my close professional investor friends sent me passages or ideas they'd found on the Tegas platform. Conducting effective primary research shouldn't take weeks, it should take hours. Searching for answers shouldn't be lengthy, cumbersome process. It should be easy and nearly immediate. Expert calls should not cost $1,000. Tegas solves these problems and makes primary research faster and better for professional investors. Tegas has built the most extensive primary information platform available for all investors. With Tegas, you can learn everything you'd wanna know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Square, Snowflake, or almost any company of interest. All you have to do is log in. Still wanna do your own calls? Tegas has a solution. Experts that are just as good or better than what you'd find on other networks for just $300 per call, not the $1,000 or more that others charge. If you're curious about Tegas, call the top performing investment manager you can think of. They're probably already a Tegas customer and they'll point you in the right direction. Because customers, myself included, love Tegas. Visit tegas.co/patrick to learn more.
Hello and welcome everyone. I'm Patrick O'Shaughnessy and this is Invest Like the Best. This show is an open-ended exploration of markets, ideas, stories and strategies that will help you better invest both your time and your money. Invest Like the Best is part of the Colossus family of podcasts and you can access all our podcasts, including edited transcripts, show notes and other resources to keep learning at joincolossus.com.

**SPEAKER_2** (2:52)
Patrick O'Shaughnessy is the CEO of O'Shaughnessy Asset Management. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of O'Shaughnessy Asset Management. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
Clients of O'Shaughnessy Asset Management may maintain positions in the securities discussed in this podcast.

**Patrick O'Shaughnessy** (3:15)
My guest today is Josh Buckley. Josh is the founder of Buckley Ventures and the new CEO of Product Hunt.
He's invested in many breakout companies like Rippling, Lattice, Boom Supersonic and Relativity Space.
In our conversation, we cover how video game companies are at the forefront of new business models. What current companies can learn from video game companies, Josh's investment philosophy and the three things he looks for when identifying the next category-defining startup. Josh's long experience operating his video game business, Mino Games, gives him such an interesting perspective as an investor and I enjoyed exploring that with him. Please enjoy my conversation with Josh Buckley.
Josh, been looking forward to doing this since we first met at a dinner two years ago. Crazy to believe how long it's been since then. We're gonna have a sort of a three-part conversation here because I think you're building one of the more interesting, what I'll call modern investment platforms. It touches a lot of my favorite themes, including this first chapter of the story, which is your story as an entrepreneur. You started a business very, very young in life. I'd love you to tell us that story, what you were building, why you were building there.

**Josh Buckley** (4:21)
Yeah, thanks Patrick. Huge fan of the show. So I got my start as an entrepreneur by programming. Got a computer at home when I was 11