
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.400
Capital, Compute & AI Scaling
Chetan Puttagunta is a General Partner at Benchmark and Modest Proposal is a money manager who is one of the most respected thinkers in financial markets. We cover the current scaling challenges of frontier AI models, the incredible proliferation of open source models, and the investing implications across private and public markets.
12.06.2024

Invest Like The Best
Ep.394
Building Islands of Innovation
Tobi Lütke is the co-founder and CEO of Shopify. We cover the biggest changes he's observed in the wider tech ecosystem with the advent of AI, his unique way of interpreting and implementing "founder mode" at Shopify, and how we can promote more entrepreneurs to build on "islands of innovation" away from the mainstream.
10.22.2024
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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

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

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

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

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

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

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

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

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

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