
About
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 is the Founder and CEO of Positive Sum. He founded Colossus in 2020 to build on the success of Invest Like The Best.
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Invest Like The Best
Ep.355
A Conversation with Charlie Munger & John Collison
Charlie Munger was the vice chairman of Berkshire Hathaway. In this conversation with Stripe's John Collison, recorded last year, he shares the ingredients for long-term business success, his thoughts on American society writ large, and what makes Berkshire special.
12.05.2023

Invest Like The Best
Ep.427
The Gift and The Curse of Staying Private
Bill Gurley is a former General Partner at Benchmark Capital. We cover the breakdown of incentives that created over a thousand "zombie unicorn" companies, how late-stage venture firms have largely eliminated the need to go public to access funding and liquidity, and the investing implications if AI turns out to be the single greatest platform shift of our lifetime.
06.10.2025

Invest Like The Best
Ep.414
Investing At Lone Pine
Kelly Granat is the co-CIO and Managing Director of Lone Pine Capital. We cover the building blocks behind Lone Pine's investment decisions, why the market frequently misprices the ability to execute, and the investing industry's problems with aligning incentives and duration.
03.11.2025

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

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

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

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

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

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

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

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

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

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