Troy Lavinia - Thinking in Systems to Build Businesses
Troy Lavinia, founder of Stream by Mosaic, stops by The Business Brew to discuss creating Stream, building teams, and strategic thinking. Troy is a really interesting thinker, approaches life with an abundance mentality, and is always looking to find the right partners to grow a business. Interesting tidbits about Troy include his time at Elliott Management and playing football fullback and tight end at University of Pennsylvania. At one point in the conversation Bill asks Troy how he got comfortable delegating work. Troy responded by saying something to the effect of “You have to associate joy with creating a meaningful job for someone else.” That answer struck Bill as a very positive association for delegation. We hope you enjoy this conversation. It is a peek into the financial services industry and an introduction to the person behind our sponsor. Please leave us a rating in your favorite podcast player! This episode is brought to you Bill. Stream by Mosaic is a product that is integral to any fundamental research process. Stream has developed an extensive library of expert interviews that cover a variety of industries. https://streamrg.co/BB features over 300 expert interviews per week. 70% of Stream's experts are found exclusively on https://streamrg.co/BB. Visit https://streamrg.co/BB for a 14 day trial. Album art photo taken by Mike Ando. Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed Show Notes 3:00 – Troy’s background, including time at Elliott Management 6:00 – How Stream was incubated within Mosaic and then spun out for growth reasons 8:00 – How Troy thought about partnering with AlphaSense 11:30 – Why expert transcript libraries are similar to media streaming services 16:15 – Did COVID “help” Stream by Mosaic as a business? 19:00 – Why does Troy like running startups vs. more mature businesses? 21:20 - Team building and the power of delegation 33:00 – Listening to the interviews on Stream by Mosaic 35:00 – Troy’s association with selling St
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Welcome to The Business Brew
This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business.
Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast.
While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world.
We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division. So, if you are interested in participating please email us with the subject “Guest Appearance.”
Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification.
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