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.236

Wisdom from Decades of Investing

Carl Kawaja is a long-time portfolio manager at Capital Group. We cover Carl’s criteria for building conviction around long-term holdings, his views on uncertainty, and his belief that failure is key to a great investing career.

07.27.2021

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Invest Like The Best

Ep.235

Investing Behind Change

Steve Mandel is the founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. We cover how the investing business has evolved since Steve started in the 1980s, why it’s so difficult to drive alpha by shorting stocks today, and why Steve still loves to get into the guts of a business.

07.20.2021

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Invest Like The Best

Ep.234

How to Operate a SaaS Startup

David Sacks is a General Partner at Craft Ventures and founding COO of PayPal. We cover the ways in which operating cadence applies within an organization, what makes for a magical product launch event, and what key growth metrics David uses to measure success.

07.12.2021

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Invest Like The Best

Ep.233

Optimizing Your Inputs

Balaji Srinivasan is a serial entrepreneur and angel investor. We cover ways to optimize your information diet, how technology is driving decentralisation, and what that could mean for countries, corporations, and individuals.

07.06.2021

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Invest Like The Best

Ep.232

Making the Future

Marc Andreesen is a co-founder of Andreessen Horowitz and a Silicon Valley icon. Marc was also an early pioneer of the internet, and at the age of 22 built Mosaic, which was the first widely adopted web browser. We cover how software is making the world better, how slow sectors like education, healthcare, and housing are eating the economy, and Marc’s vision for the future of A16Z.

06.28.2021

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Invest Like The Best

Ep.231

Embracing the Psychology of Investing

Howard Marks is the co-founder of Oaktree Capital Management. We cover how the last eighteen months have compared to market history, the importance of understanding psychology, and what he’s learned about writing well and the utility of doing so.

06.21.2021

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Invest Like The Best

Ep.230

Resilience and Imagination

John Harris is the Managing Partner of Ruane, Cunniff & Goldfarb, the flagship Sequoia Fund. We cover John’s approach to finding businesses that can be owned for the long-term, what goes into their diligence process, and the importance of resilience for investors.

06.14.2021

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Invest Like The Best

Ep.229

Designing Digital Economies

Gabe Leydon is the co-founder and former CEO of MZ, the company behind hit games such as Mobile Strike and Game of War. We cover why great design can actually be a bad sign, why he believes NFTs will create billionaire influencers, and how different cultures design games.

06.07.2021

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Invest Like The Best

Ep.228

Delivering Alpha in Adapting Markets

Dennis Lynch is the Head of Counterpoint Global, where he oversees more than $100bn in AUM. We cover Dennis's unique approach to building a research team, how misclassification of companies often creates the highest upside opportunities, and how Dennis has adapted his investment process over the past 20 years.

06.01.2021

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Invest Like The Best

Ep.227

Secondary Investing in Private Markets

Justin Fishner-Wolfson is the founder of 137 Ventures. We cover what early career experiences led Justin to start 137 Ventures, the counter-intuitive information asymmetry between public and private markets, and the interesting trend of digitization in the physical world.

05.25.2021

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