
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.92
New Angles on Crypto
Kyle Samani and Tushar Jain are managing partners at Multicoin Capital. We cover store-value vs utility-value of cryptocurrencies, factors for evaluating a cryptocurrency, and why blockchains may not matter at all in ten years.
06.19.2018

Invest Like The Best
Ep.91
Tim Cook’s Dashboard
Michael Reece is the chief data scientist for Neuberger Berman. We cover the advantages of data in the investment process, machine learning, and the shift from being data-informed to data-driven.
06.12.2018

Invest Like The Best
Ep.90
Investing in Artificial Intelligence
Ash Fontana is a managing partner at venture capital firm, Zetta. We cover the stages in which AI will be enabled, major components of the enterprise stack that he focuses on for AI, and why companies that are AI from the start will have a significant advantage in the space.
06.05.2018

Invest Like The Best
Ep.89
The Darkest Night: Lessons from Battle and Value Investing
Mike is the founder of Sententia Capital Management, having been a Navy SEAL for the best part of a decade in the aftermath of 9/11. We cover his experiences and lessons as a SEAL, his transition to value investing, and what markers he looks for when finding investments.
05.29.2018

Invest Like The Best
Ep.88
Data, Decisions, and Basketball
Sam Hinkie worked for more than a decade in the NBA with the Houston Rockets, and then most recently as the President and GM of the Philadelphia 76ers. We cover data analytics, Sam's philosophy on recruiting, and his framework for making long term decisions.
05.22.2018

Invest Like The Best
Ep.87
Pulling the Thread
Tren Griffin is a director at Microsoft and has written several books. We cover concepts of value creation vs value capture, attributes of scalable businesses, and how hip-hop can help to reach more people.
05.15.2018

Invest Like The Best
Ep.86
Opportunities in Public and Private Markets
Jason Karp is the founder and CIO of Tourbillon Capital Partners. We cover activity in the public and private markets, opportunities in the health and wellness sector, and investing in the cannabis industry.
05.08.2018

Invest Like The Best
Ep.85
A Value Investor Lost in the Valley
Chris Douvos is Founder of AHOY Capital. We cover the venture capital landscape, where things might be going, and portfolio construction in VC.
05.01.2018

Invest Like The Best
Ep.84
The Crypto Landscape
Arianna Simpson is an investor focused on the world of cryptocurrencies. We cover frameworks for understanding this asset class, the importance of travel, and the value of pushing oneself outside of comfort zones.
04.24.2018

Invest Like The Best
Ep.83
Shark Tank with Thatcher Bell and Taylor Greene
Thatcher Bell and Taylor Greene are partners at CoVenture and Collaborative Fund respectively. We cover Brett's background and the formation of Ladder, take a deep dive into Ladder's customers and their economics, and try to define its total addressable market.
04.17.2018