
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.359
Knowledge is Power
Michael Ovitz is the co-founder of CAA. We cover the best stories and lessons from Michael's all-star cast of clients, why speed and scale were critical ingredients to CAA's success, and how he's translating his legendary work ethic and talent spotting to the investing arena.
01.09.2024

Invest Like The Best
Ep.358
Investing in Investment Firms
Erik Serrano is the CEO of Stable Asset Management. We cover the traits he looks for in founders of investing firms, how Stable provides support through all stages of the capital lifecycle, and what he's learned about designing successful investing strategies.
01.02.2024

Invest Like The Best
Ep.357
Lessons from Acquiring 586 Companies
Justin Ishbia is the Founding Partner of Shore Capital. We cover the repeatable system he has built for acquisitions, how to construct successful boards and incentive structures, and why microcaps are the last inefficient component of private markets.
12.19.2023

Invest Like The Best
Ep.356
Real-Time AI & The Future of AI Hardware
Gavin Uberti is the Chief Executive Officer at Etched.ai. We cover the hardware building blocks of AI models, how model-specific chips differ from traditional GPUs, and the need to build dedicated physical infrastructure to support the transformer revolution.
12.12.2023

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.354
Purpose and Partnership
Peter Fenton and Victor Lazarte are General Partners at Benchmark. We cover Benchmark's unique investing playbook, why drive is such a major tailwind for success, and the dislocating effect of megacap tech's dominance on markets.
11.28.2023

Invest Like The Best
Ep.353
Leave the World Better than You Found It
Lior Susan is the Founder of Eclipse Ventures. We cover his experience growing up in Israel, why we need to find peaceful solutions for the sake of future generations, and what strong leadership looks like in times of crisis.
11.21.2023

Invest Like The Best
Ep.352
Think Big and Move Fast
Brad Jacobs is the Executive Chairman of XPO. We cover the ins and outs of raising capital and making acquisitions, what building billion-dollar businesses has taught him about successful cultures, and how to spot and harness emerging technology trends.
11.14.2023

Invest Like The Best
Ep.351
Founder vs Investor
Elizabeth Zalman and Jerry Neumann are the authors of Founder vs Investor. We cover the strong reaction the book received from the VC community, why the inherent friction around incentives isn't always a bad thing, and how storytelling helps people align around a common goal.
11.07.2023

Invest Like The Best
Ep.350
Inventing The Future Of Defense
Palmer Luckey is the founder of Anduril Industries. We cover the importance of guiding principles when leading large companies, what he's learned from working with emerging technologies like VR and AI, and differentiated thinking as a marker for success.
10.31.2023