
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.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

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

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

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

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