
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.427
The Gift and The Curse of Staying Private
Bill Gurley is a former General Partner at Benchmark Capital. We cover the breakdown of incentives that created over a thousand "zombie unicorn" companies, how late-stage venture firms have largely eliminated the need to go public to access funding and liquidity, and the investing implications if AI turns out to be the single greatest platform shift of our lifetime.
06.10.2025

Invest Like The Best
Ep.414
Investing At Lone Pine
Kelly Granat is the co-CIO and Managing Director of Lone Pine Capital. We cover the building blocks behind Lone Pine's investment decisions, why the market frequently misprices the ability to execute, and the investing industry's problems with aligning incentives and duration.
03.11.2025

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

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

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