
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.
Featured

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.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

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

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

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

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

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

Invest Like The Best
Ep.173
Building a Modern Business
Tobi Lütke is the co-founder and CEO of Shopify, the e-commerce platform that champions entrepreneurs. We cover Shopify's business model and North Star, the overlooked benefits of video games, and the best idea he's ever found.
05.12.2020

Invest Like The Best
Ep.172
An Update on Private Credit
Ali Hamed is the co-founder of CoVenture, an investor and lender to early-stage technology companies. We cover what has happened so far in private credit and venture capital during the COVID crisis, what parts of each market have changed, and where opportunities may lie in the future.
05.05.2020

Invest Like The Best
Ep.171
An Update on Public Markets
Chris Bloomstran is the founder and CIO of Semper Augustus. In this flash update, recorded during the COVID pandemic, we cover his view on the state of the public equity market, why it will be hard for the market to make great returns over the next decade, and where opportunities may lie.
04.30.2020

Invest Like The Best
Ep.170
The Past, Present, And Future Of Seed Investing
Josh Kopelman is the founder of the venture capital firm First Round Capital. We cover the changes he expects to see in early-stage investing post-COVID, what he looks for in founders, and what separates First Round from other early-stage investing firms
04.28.2020