Colossus
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Home of @InvestLikeBest, @BizBreakdowns, @FoundersPodcast, @JoysCompounding, & @ColossusReview.
Joined December 2020
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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Henry Ellenbogen's investment rationale for Twitter in 2009. He still calls it one of his "riskiest investments" ever.
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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The EnCompass Clamp offers uniform tissue pressure and custom energy delivery through the synergy algorithm - the latest in surgical ablation technology. PM-US-2240A-0824-G
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When I visited T. Rowe in 2023, the equity team kept pointing out how few people really understood software in the 2000s and 2010s The name they kept bringing up was Ellenbogen
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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This was a phenomenal read. This is a beautifully crafted and written profile, everything except the description of Miami in the 1980's was spot on. I was lucky enough to meet Jack LaPorte a few times early in my career. The investing talent wandering the Baltimore area in
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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This is unsurprisingly an excellent piece. I feel privileged knowing that every month or so Colossus will surface legendary, hidden investors and have an author write about them with such care and clarity. I particularly resonated with this Ellenbogen piece. We share a worldview
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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One of the drawbacks of concentration is it can limit your ability to experiment. $200m in Netflix on an $8b fund is a rounding error, but you collect a few interesting situations at 50bps or 1% and watch them and size them up as a thesis tracks you can do very well.
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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If you are a founder looking for long-term Durable capital to compound your business over the decades, give Henry, Corey and team a call. This Colossus profile provides a rare glimpse into the mind and story behind one of tech's greatest investors: https://t.co/0E2MzuxORF
joincolossus.com
In an age of machines, Henry Ellenbogen’s alpha comes from reading people, patterns, and the painful transition where certain companies either compo
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Worth another listen with news they are also acquiring Eventbrite
Luca Ferrari is the co-founder and CEO of @bendingspoons, one of the most fascinating companies in Europe and just became Italy's first decacorn. He describes it as 25% private equity firm and 75% technology company. They fully acquire and rebuild digital companies like
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.@DavidGeorge83 leads @a16z Growth, which has backed some of the most successful technology companies including Stripe, SpaceX, Waymo, Databricks, Figma, OpenAI, and Cursor. This conversation is a detailed look at how David built and runs the growth business. He shares how they
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Buy and hold is what you typically hear when it comes to compounders. Ellenbogen has a much more nuanced approach to investing in special businesses. He manages the short-term closely.
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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"separates the ones dying from the ones being remade. ...his edge comes when they fall apart. Every exceptional company passes through at least one moment that looks identical to failure."
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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Read the profile:
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"The entire game, he realized, was finding these small businesses early and holding on."
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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"Henry, that was exactly right," Bezos said. "Just please don't tell many people that story."
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The real story of Amazon. “I used to have lunch with Jeff Bezos twice a year,” Ellenbogen said. “I learned so much from those meetings. But no-one would come with me.”
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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This was epic to read. Thank you to @domcooke @patrick_oshag and @joincolossus for profiling a relatively unknown yet amazing investor... who happens to be based out of the MD/DC region. Henry is a hometown hero for me!
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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I've been very lucky to have met some of the best tech investors of all-time thanks to my time at SV Angel. By far the most impactful meeting was a lunch with Henry Ellenbogen when I first started. He was so clear and simple in his thoughts. No big or wasted words. Everything
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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Superstar investor…Henry is also a mensch of a human.
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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Our profile of Henry Ellenbogen, the founder of Durable Capital Partners. I always hear the same thing from founders who’ve met Henry: “he understood my business faster than anyone” The thing that sticks with me is how mucy he just LOVES investing. His passion is infectious.
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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