
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.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

Invest Like The Best
Ep.169
Frontier Markets Investing
Manny Stotz is the founder of Kingsway Capital, a leading investor in frontier markets. We cover how Manny defines what a good business is, the struggles of building a portfolio in frontier markets, and how a country's demographics can affect its potential long-term growth.
04.21.2020

Invest Like The Best
Ep.168
Consumer & Marketplace Investing
Sarah Tavel is a general partner at Benchmark. We cover Sarah's insights from the food delivery & space rental sectors, building marketplaces, and the future of the consumer social sector.
04.07.2020

Invest Like The Best
Ep.167
Investing Through a Bear Market
Gavin Baker is the founder and CIO of Atreides Management, LP. We cover the ways COVID has dramatically altered the investment landscape, what the different stages of bear markets entail, and which sectors or businesses might emerge as long-term winners from COVID's chaos.
04.02.2020

Invest Like The Best
Ep.166
Investing in Healthcare
D.A. Wallach is a former musician turned early-stage investor, focusing on the healthcare space. We cover technologies that are making an impact at the cellular level, why healthcare pricing is so high, and products that consumers can use to increase lifespan.
03.31.2020