Episode Mentions
Invest Like the Best with Patrick O'Shaughnessy · Feb 18, 2026
Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
“Nabil's previous employer (Heinz); brought operational expertise to GitHub as CFO”
Concentrated portfolio strategy and conviction investingFounder-centric partnership model in venture capitalSmall team culture and organizational design
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The Journal. · Feb 2, 2026
How Kraft Lost Its Mac and Cheese Crown
“Private equity firm that architected Kraft-Heinz merger; implemented aggressive cost-cutting strategy criticized for eliminating institutional knowledge”
Kraft Mac and Cheese market share declinePrivate equity cost-cutting strategies in food industryConsumer preference shift toward healthier processed foods
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