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.269

Everything Compounds

Gaurav Kapadia is the founder of investment firm XN. We cover his approach to building XN around a culture of rigor and kindness, how he finds remarkable businesses to invest in, and the imperative to increase diversity and inclusivity in the industry.

03.22.2022

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Invest Like The Best

Ep.268

A Multi-Polar World

Marko Papic is a partner and chief strategist at Clocktower Group. We cover current events in Ukraine and their potential economic impact, the prospect of inflation and the shifting role of the Fed in response to it, and the evolving positions of China and the US as players on the global stage.

03.15.2022

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Invest Like The Best

Ep.267

Unwrapping the Gift

Garry Tan is the founder and managing partner of Initialized Capital. We cover what’s missing in the investment world, how to best systematize venture investments, and the most common bad ideas for startups.

03.08.2022

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Invest Like The Best

Ep.266

Investing in the Industrial Economy

Eric Mandelblatt is the founder and CIO of Soroban Capital. We cover how the global push towards decarbonization could have massive impacts on the industrial economy, the supply and demand forces at work in commodities production, and why energy and materials represent such a small share of the market today.

03.01.2022

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Invest Like The Best

Ep.265

Narrow the Focus, Increase the Quality

Frank Slootman is the chairman and CEO of Snowflake. We cover the ways he evaluates teams, why he hates incrementalism, and the importance of narrowing your focus.

02.22.2022

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Invest Like The Best

Ep.264

Building an Anti-Conglomerate

Joey Levin is the CEO of IAC, a holding company that builds world-class digital businesses. We cover how he approaches capital allocation, why he tries to avoid centralization between businesses, and what he has learned from working with Barry Diller.

02.15.2022

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Invest Like The Best

Ep.263

Betting on Passion

Peter Chernin is the co-founder of The Chernin Group. We cover lessons learned from his time running News Corp and Fox, how he has been able to identify powerful secular tailwinds across his varied career, and his thesis of investing in content that people are passionate enough to pay for.

02.08.2022

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Invest Like The Best

Ep.262

Adapt and Evolve

John Pfeffer is an entrepreneur and investor through his private family office, Pfeffer Capital. We cover the difference between value creation and value capture, why John has made such a big bet on Bitcoin, and why adaptation has become more important than ever.

02.01.2022

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Invest Like The Best

Ep.261

Building Gorilla Businesses

Geoffrey Moore is a tech author, consultant, and venture partner at Wildcat Ventures. We define what makes a company a "Gorilla", explore the lifecycle of technology adoption, and discuss how Geoffrey has updated his thinking over a long career.

01.27.2022

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Invest Like The Best

Ep.260

The Cyclone Under the Surface

Gavin Baker is the managing partner and CIO of Atreides Management. We cover the current state of growth equities, the disconnect between private and public markets, and how semiconductors have evolved.

01.25.2022

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