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.213

Focus on the First Mile

Scott Belsky is an angel investor with early investments in Pinterest, Uber, and Airtable and is the CPO of Adobe. We cover the importance of a customer's first mile with any product, the tech trends that will dominate for decades, and what those trends mean for investors and creators.

02.15.2021

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Invest Like The Best

Ep.212

Investing in Bleeding Edge Technology

Michael Dempsey is a General Partner at Compound, a seed-stage venture fund based in New York. We cover the rise of virtual influencers, how to identify key inflection points in the evolution of new technologies, and why computational biology might be the single best technology bet right now.

02.09.2021

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Invest Like The Best

Ep.211

The Major Problems Facing The World

Chamath Palihapitiya is the founder and CEO of Social Capital, whose mission is to advance humanity by solving the world's hardest problems. We cover potential paths to closing the income inequality gap, how to manage one's personal psychology, and tackling climate change.

02.02.2021

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Invest Like The Best

Ep.210

Unlocking Value in Gaming

Joost van Dreunen is an investor in the gaming world and a professor at NYU's Stern School of Business. We cover the rise and decline of GameStop, what parts of the value chain actually make money in video games, and the evolution of the video games business model.

01.26.2021

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Invest Like The Best

Ep.209

The Future of Cities and Real Estate

Claire Cormier Thielke is the Managing Director of Asia Pacific for Hines. We cover how to use pattern recognition to unlock real alpha in real estate, the ingredients that make a city special, and the surprising ROI of public art.

01.19.2021

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Invest Like The Best

Ep.208

Breaking Down the Food Ecosystem

Zack Fuss is a Vice President at Continental Grain. We cover where profits tend to sit in a specific value chain, how legacy food businesses are creating their 2nd acts as digital businesses, and explore what makes Domino's Pizza so interesting and special.

01.12.2021

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Invest Like The Best

Ep.207

Internet Scale Businesses

Ram Parameswaran is the founder of Octahedron Capital and previously a partner at Altimeter Capital. We cover the potential for internet scale business, explore the common characteristics of these businesses, and the most important qualities for 8 business models.

01.05.2021

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Invest Like The Best

Ep.206

Investing in Overlooked Businesses

Tracy Graham is the founder and managing principal of Graham Allen Partners. We cover why he believes companies in tertiary markets are undervalued, the opportunities that businesses have to use data to increase profitability, and the business values driving Graham Allen.

12.29.2020

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Invest Like The Best

Ep.205

Cornerstone Investing Insights

Mario Cibelli is the managing partner of Marathon Partners Equity Management. We cover how his firm figured out Blockbuster's DVD volume, why investors should visit distribution center, and how a few "cornerstone" investing insights have led to many of Marathon's long positions.

12.22.2020

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Invest Like The Best

Ep.204

Find Your People

Sam Hinkie worked for more than a decade with the Houston Rockets and Philadelphia 76ers and recently launched his own venture capital firm, Eighty-Seven Capital. We cover how to attract the right people, lessons from the NBA that shape his investment decisions, and building trust.

12.15.2020

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