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.183

The Past, Present, and Future of SaaS and Software

Eric Vishria is a general partner at Benchmark Capital. We cover the different generations of SaaS and software businesses, why the future remains brighter than ever for companies building software products, and what impact their products will have on business in general.

07.21.2020

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Invest Like The Best

Ep.182

The Past, Present, and Future of Consumer Social Companies

Turner Novak is a partner at Gelt VC. We cover the past, present, and future of consumer social companies, deep dive in to what makes TikTok different from other social media companies, and Pinduoduo's business model that grew them from $0 to $4 billion in revenue in 5 years.

07.14.2020

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Invest Like The Best

Ep.181

Lessons from Investing in 483 Companies

Charlie Songhurst is an investor and the former head of strategy at Microsoft. We cover what kills startups at each phase of their funding, the importance of recruiting the best people, and how boring investments can be successful.

07.07.2020

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Invest Like The Best

Ep.180

Investing in Gaming

Blake Robbins is a partner at Ludlow Ventures. We cover the state of the video game industry, how video game economics work, and the future of investing in e-sports and the creator economy.

06.30.2020

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Invest Like The Best

Ep.179

Public and Private Investing

Brad Gerstner is the founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm. We discuss the evolution of investment opportunities in internet-enabled businesses, the rise of Chinese internet giants, and the concept of Essentialism.

06.23.2020

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Invest Like The Best

Ep.178

Growing the Internet Economy

John Collison is the co-founder of the digital payments company Stripe. We discuss conglomerates, the power of writing, and why board members are like Pokémon characters.

06.16.2020

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Invest Like The Best

Ep.177

An Uncertain Crisis

Jeremy Grantham is the co-founder and chief investment strategist of Grantham, Mayo, & Van Otterloo (GMO). We cover investing during the Coronavirus crisis, opportunities for in investing natural resources, and why he's bullish on venture capital.

06.09.2020

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Invest Like The Best

Ep.176

Platforms, Ecosystems, and Aggregators

Ben Thompson is the author of Stratechery, a business strategy newsletter. We cover his concept of aggregation theory, the evolution of the internet era, and how other tech trends have changed the business world for good.

06.02.2020

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Invest Like The Best

Ep.175

The Art and Science of the Bundle

Shishir Mehrotra is the founder of Coda. He previously ran product at YouTube and sits on Spotify's Board of Directors. We cover why bundling is one of the most powerful business ideas, what is commonly misunderstood about bundling, and his frameworks for thinking about problems.

05.26.2020

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Invest Like The Best

Ep.174

Power + Business

Hamilton is the co-founder and Chief Investment Officer of Strategy Capital, as well as the author of 7 Powers, one of the best business books in history. We cover all 7 Powers, the best real-world examples of them, and how companies earn and keep those Powers over time.

05.19.2020

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