
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.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

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

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

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

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

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

Invest Like The Best
Ep.203
The Power of Hospitality
Danny Meyer is the founder and CEO of Union Square Hospitality Group, which has created some of the most acclaimed restaurants in New York. We cover how great hospitality leads to a great business, how to scale hospitality and his concept of ABCD - always be collecting/connecting dots.
12.08.2020

Invest Like The Best
Ep.202
Finding Undiscovered Talent
Daniel Gross is the founder of Pioneer, a fully remote startup generator. We cover the art of asking great questions, the use of psychometrics, and the frontiers of new technology investing.
12.01.2020

Invest Like The Best
Ep.201
Investing in the Future of Healthcare
Raju Rishi, Nikita Singareddy, and Jason Black are investors at NYC-based early-stage VC, RRE Ventures. We discuss their focus on healthcare investing, the different stakeholders in the healthcare value chain, and the impact COVID has had on the industry.
11.24.2020

Invest Like The Best
Ep.200
Wild Hearts and Wild Ideas
Niki Scevak is the co-founder and partner at Blackbird Ventures. We cover investing in people with wild ambitions and even wilder ideas, the venture landscape in Australia and New Zealand, building a startup city, and what makes Canva such a special company.
11.17.2020