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.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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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

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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

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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

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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

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