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.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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Invest Like The Best

Ep.259

Investing in Immersive Worlds

Sam Englebardt and Richard Kim are general partners at Galaxy Interactive. We cover the digital art market, the social impact of Web3, and elements that create successful game communities.

01.20.2022

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Invest Like The Best

Ep.258

Building an Investment Compass

Ricky Sandler is the founder of Eminence Capital. We cover Ricky's evolution as an active investor, why he thinks this is a stock picker's environment, and what keeps him competitive after a long and successful career.

01.18.2022

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Invest Like The Best

Ep.257

The Art of Software Buyouts

Orlando Bravo is the co-founder and Managing Partner of Thoma Bravo. We cover Orlando’s first software deal, why high growth and high margins are not mutually exclusive, and what he’s learned about selling well.

12.28.2021

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Invest Like The Best

Ep.256

Seven Decades of Investing Expertise

Jenny Johnson is the President and CEO of Franklin Templeton. We cover Jenny’s thoughts on leadership, how she manages the needle-moving problem that afflicts many large companies, and the ways in which she sees private markets becoming more accessible to retail investors in the future.

12.21.2021

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Invest Like The Best

Ep.255

The Evolution of Markets

Doug Colkitt is a high-frequency trader and builder of the decentralized exchange, CrocSwap. We cover the evolution of market infrastructure, the mechanics of Automated Market Makers (AMMs), and the new category of single contract DEXs that Doug is building.

12.14.2021

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Invest Like The Best

Ep.254

Back to the Future

Philip Rosedale is the creator of Second Life and Bill Gurley is a general partner at Benchmark. We cover their key learnings from building Second Life's virtual world, their views on the current metaverse opportunity, and what excites them most about today's focus on virtual realities.

12.07.2021

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Invest Like The Best

Ep.253

Design-led Hospitality

Francis Davidson is the founder and CEO of Sonder. We cover his unique views around customer-centric focus, the nuances of hiring a team, and Sonder's approach to decision making.

11.30.2021

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Invest Like The Best

Ep.252

Developing Every Skill

Niraj Shah is the CEO and co-founder of Wayfair. We cover how the competitive frontiers in e-commerce have changed, what it was like to build out a proprietary logistics operation, and what makes the home goods market more attractive than other physical goods markets.

11.23.2021

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