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.

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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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

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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

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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

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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

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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

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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

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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

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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

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