Invest Like the Best with Patrick O'Shaughnessy

Ron Howard and Brian Grazer - Box Office Business - [Invest Like the Best, EP.305]

Shane Battier - The No-Stats All-Star - [Invest Like the Best, EP.304]

Parker Conrad - Building a Compound Company - [Invest Like the Best, EP.303]

Building a "compound startup" involves developing a suite of interrelated products simultaneously, rather than scaling from a single point solution. By centering business software on an "employee graph"—a unified data model connecting HR, IT, and finance—companies can leverage shared middleware for workflows, permissio...

Bob Elliott - A Macro Tour - [Invest Like the Best, EP.302]

Kirsten Green - Investing in Consumer Change - [Invest Like the Best, EP.301]

Jason Droege - Building Uber Eats - [Invest Like the Best, EP.300]

Paul Orfalea - It’s About the Money - [Invest Like the Best, EP.299]

Madhavan Ramanujam - How to Price Products - [Invest Like the Best, EP.298]

This podcast episode explores various aspects of pricing strategy, emphasizing the importance of understanding customer needs, willingness to pay, and value perception. It highlights the need to align pricing with the benefits offered and to segment target markets to create products that meet specific needs. The discus...

Scott Wilson - Non-Traditional Endowment Investing - [Invest Like the Best, EP.297]

Julio Vasconcellos & Mate Pencz - Investing in Latin America - [Invest Like the Best, EP.296]

Trina Spear - Billion Dollar Scrubs - [Invest Like the Best, EP.295]

Gabriel Leydon - How Web3 Onboards a Billion Users - [Web3 Breakdowns, EP.37]

Harley Finkelstein - Building the Entrepreneurship Company - [Invest Like the Best, EP.294]

In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Harley Finkelstein, the president of Shopify, about entrepreneurship, Shopify's role in promoting it, and the company's journey as a public entity. Finkelstein shares his personal journey into entrepreneurship, emphasizing its role as a problem-s...

Mitch Lasky - The Business of Gaming - [Invest Like the Best, EP.293]

David Senra - Passion & Pain - [Invest Like the Best, EP.292]

Robert Smith - Investing in Enterprise Software - [Invest Like the Best, EP.291]

Robert Smith, founder of Vista Equity Partners, shares his perspective on enterprise software investing, emphasizing its continued potential despite market fluctuations. He highlights the importance of data analytics as the "second order effect" of enterprise software, offering opportunities for productivity expansion....

Katherine Boyle - Investing for America - [Invest Like the Best, EP.290]

Ravi Gupta - Focus - [Invest Like the Best, EP.289]

Will Thorndike - The Power of Long Holding Periods - [Invest Like the Best, EP.288]

Long-term compounding relies on identifying businesses with high revenue quality, characterized by low customer churn and significant pricing power. These "outsider" companies often operate in niche B2B markets, such as aviation components or records management, where critical services represent a small fraction of tot...

Alok Vasudev - Searching for White Space - [Invest Like the Best, EP.287]