Colossus | Investing & Business Podcasts · Investment

Invest Like the Best with Patrick O'Shaughnessy

Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com

Episodes

Matthew Ball - A Manual to The Metaverse - [Invest Like the Best, EP.286]

19 Jul 2022

1h 22m

TransDigm: Foundations with Nick Howley [50X, EP.1]

14 Jul 2022

1h 26m

AI processed

TransDigm’s extraordinary 37% compound annual return over 28 years stems from a disciplined focus on three core value drivers: pricing power, cost management, and new business development. By targeting proprietary, sole-source aerospace businesses with significant aftermarket content, the company consistently achieves ...

Josh Wolfe & Chris Power - Factories of the Future - [Invest Like the Best, EP.281]

14 Jun 2022

1h 11m

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This Invest Like the Best podcast episode interviews Josh Wolfe (Lux Capital) and Chris Power (Hadrian) about the urgent need to modernize the US's precision manufacturing sector for aerospace and defense. The discussion covers the fragmented nature of the current supply chain, dominated by aging small businesses, and...

Martin Casado - The Past, Present, and Future of Digital Infrastructure - [Invest Like the Best, EP.280]

07 Jun 2022

56m

Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]

31 May 2022

1h 57m

Anduril: Building the Future of Defense - [Business Breakdowns, EP. 59]

26 May 2022

1h 12m

Tobi Lütke - Embrace the Unexpected - [Invest Like the Best, EP. 278]

24 May 2022

1h 27m

AI processed

In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Toby Lutke, co-founder and CEO of Shopify, about the concept of infrastructure, Shopify's evolution, and the impact of market volatility on business building. They discuss the value of digital infrastructure, principles for building valuable infr...

Tyler Cowen & Daniel Gross - Identifying Talent - [Invest Like the Best, EP. 277]

17 May 2022

1h 21m

Jeff Jordan - Building & Investing in Marketplaces - [Invest Like the Best, EP. 276]

10 May 2022

1h 22m

Eric Glyman - Reimagining Corporate Finance - [Invest Like the Best, EP. 275]

03 May 2022

1h 3m

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This podcast episode explores the fundamental misalignment between credit card issuers and business owners, highlighting the need for simplicity and success for the latter. Ramp, a new player in the industry, aims to address this issue by helping business owners spend less money and time. The conversation dives into th...

Dmitry Balyasny - Building a Better Model - [Invest Like the Best, EP. 274]

26 Apr 2022

1h 15m

Henry Ward - Transforming Private Markets - [Invest Like the Best, EP. 273]

21 Apr 2022

1h 24m

Alexandr Wang - A Primer on AI - [Invest Like the Best, EP. 272]

12 Apr 2022

1h 15m

Antonio Gracias - Pro-Entropic Investing - [Invest Like the Best, EP. 271]

05 Apr 2022

1h 14m

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In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Antonio Gracias, founder, CIO, and CEO of Valor Equity Partners, focusing on Valor's investment philosophy centered around "pro-entropic" companies—those that thrive amidst chaos. Antonio explains the concept of pro-entropic investing, contrastin...