Lulu Meservey - Transforming Company Narrative

**Patrick O'Shaughnessy** (0:00)
I'm excited to announce that we are hiring an editor-in-chief at Colossus. This will be a critical and central role in our growing media platform and in our quest to find and showcase the best people, businesses, and ideas in the world. This person will work on existing shows like Invest Like the Best and Founders, are soon to be announced, print publication, and more. We aim to be the dominant media company exploring business and investing frontiers, so this person needs to be obsessed with these topics and bring serious operational chops. I firmly believe this role can help define someone's career. Go to joincolossus.eic for editor-in-chief to apply. This episode is brought to you by Ridgeline. With Ridgeline, investment managers get a single pane of glass to view their business, a single platform that can power your entire firm. And you get this all in real time. Instead of manually piecing together the seven or eight systems that you use today, Ridgeline does the work for you. No more coordinating between internal teams to input information. No more accuracy issues that come with manual work. Ridgeline provides universal access across your investment firm. Ridgeline customers save hours on front end and back end tasks. If your day typically ends reconciling 50,000 trades, Ridgeline is the digital infrastructure that makes that an automated task. It saves time for every team freeing up investors to go do what they should be doing and generate alpha. I'm confident in saying that if you run an investment firm, you should find time to speak with them to be sure you're positioned to perform to the best of your firm's abilities. To learn more, check out ridgelineapps.com. That's ridgelineapps.com or click the link in the show notes. As an investor, I'm always on the lookout for tools that can truly transform the way that we work as a business. Alphasense has completely transformed the research process with cutting edge AI technology and a vast collection of top tier reliable business content. Since I started using it, it's been a game changer for my market research. I now rely on Alphasense daily to uncover insights and make smarter decisions. With the recent acquisition of Tegas, Alphasense continues to be a best-in-class research platform delivering even more powerful tools to help users make informed decisions faster. What truly sets Alphasense apart is its cutting edge AI. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high conviction decisions with confidence. Alphasense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. You can even upload and manage your own proprietary documents for seamless integration. With over 10,000 premium content sources and top broker research from firms like Goldman Sachs and Morgan Stanley, Alphasense gives you the tools to make high conviction decisions with confidence. Here's the best part. Invest Like the Best listeners can get a free trial now. Just head to alphasense.com/invest and experience firsthand how Alphasense and Tegas help you make smarter decisions faster. Trust me, once you try it, you'll see why it is an essential tool for market research.
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** (3:27)
Patrick O'Shaughnessy is the CEO of PositiveSum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of PositiveSum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of PositiveSum may maintain positions in the securities discussed in this podcast. To learn more, visit PSUMVC.

**Patrick O'Shaughnessy** (3:56)
My guest today is Lulu Meservey. Lulu is the founder and CEO of Rostra, a company that partners with founders to level up their communications around all strategic initiatives from hiring to fundraising. Recently, I've been fascinated by the challenge of founders telling their story, and Lulu might be the single person that I would want to turn to personally to solve a storytelling or communication challenge in my business. We discussed the evolution of media and its pitfalls, innovative methods for managing crises, and the power of going direct with your communication, her overall philosophy. Please enjoy my great conversation with Lulu Meservey.
Okay, Lulu, I think it's fair to say that now you and your team are the most sought after partners in the world for people tackling big challenges trying to tell their story. I'm really curious if we were building like a timeline with those notches on it, where the end notch is you starting your business. What do you think the key formative experiences were for you personally that got you so interested in this thing that you do so well?