Invest Like The Best

Conversations with the best investors and business leaders in the world. Patrick explores their ideas, methods, and stories to help you better invest your time and money.

Patrick O'Shaughnessy Host Patrick O'Shaughnessy

Patrick is the Founder and CEO of Positive Sum. He founded Colossus in 2020 to build on the success of Invest Like the Best.

Investors

Leaders

Invest Like The Best

Ep.309

Finding Your Customers

Rebecca Lynn is the co-founder of Canvas Ventures. We cover the biggest lessons from her time at P&G, why you should say no to customers, and the differences between an interesting topic and one that has investing potential.

12.27.2022

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Invest Like The Best

Ep.308

Sharpening Investor & Executive Toolkits

Michael Mauboussin is the Head of Consilient Research at Counterpoint Global. We discuss his research on market share and capital allocation, examples of the relationship between value creation and market power, and which recent market phenomena have provided the biggest surprises.

12.20.2022

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Invest Like The Best

Ep.307

Explaining the New AI Paradigm

Jeremiah Lowin is the founder and CEO of Prefect. We cover the new class of AI models, what's happening under the hood of the popular chatbot ChatGPT, and what else he’s watching closely in the space.

12.13.2022

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Invest Like The Best

Ep.306

Investing in Commercial Real Estate

Bill Lenehan is the CEO of Four Corners Property Trust. We cover the impact of trends such as COVID and climate change on commercial real estate, how rising rates are influencing its return profile, and how retailers are adapting to rising costs in today's economy.

12.06.2022

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Invest Like The Best

Ep.305

Box Office Business

Ron Howard and Brian Grazer are co-founders of Imagine Entertainment. We cover how they've kept their their creative spark alive through their careers, the value of trust and curiosity, and the biggest storytelling mistakes they've come across.

11.29.2022

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Invest Like The Best

Ep.304

The No-Stats All-Star

Shane Battier is a two-time NBA Champion. We cover the best stories from his acclaimed career, what he's learned from various coaches, and how to use data to gain advantages in basketball and business alike.

11.22.2022

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Invest Like The Best

Ep.303

Building a Compound Company

Parker Conrad is the co-founder and CEO of Rippling. We explore Rippling's place in the B2B infrastructure stack, the notion of a compound startup, and what Parker has learned about leadership, motivation, and communication.

11.15.2022

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Invest Like The Best

Ep.302

A Macro Tour

Bob Elliott is the CEO and CIO of Unlimited. We cover the relationship between rates and inflation for different asset classes, why we're seeing a return to boring economic cycles, and how to find alpha in private markets through quantitative strategies.

11.08.2022

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Invest Like The Best

Ep.301

Investing in Consumer Change

Kirsten Green is the founder and managing partner at Forerunner Ventures. We cover the frameworks for identifying brands early, how to build deal flow, and the shift in power between buyers and sellers.

11.01.2022

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Invest Like The Best

Ep.300

Building Uber Eats

Jason Droege is a venture partner at Benchmark. We cover what he learned building Uber Eats, transferrable lessons for other marketplace businesses, and what it's like to work in a business that evokes strong public opinion.

10.25.2022

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