

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


Garry Tan - Unwrapping the Gift - [Invest Like the Best, EP. 267]

Eric Mandelblatt - Investing in the Industrial Economy - [Invest Like the Best, EP. 266]

Sebastian Kanovich - Powering Emerging Markets Payments - [Founder’s Field Guide, EP. 56]

Frank Slootman - Narrow the Focus, Increase the Quality - [Invest Like the Best, EP. 265]

Tim Flannery - Simplifying Fund Closing - [Founder’s Field Guide, EP. 55]

Joey Levin - Building an Anti-Conglomerate - [Invest Like the Best, EP. 264]

Peter Chernin - Betting on Passion - [Invest Like the Best, EP. 263]

John Pfeffer - Adapt and Evolve - [Invest Like the Best, EP. 262]

Geoffrey Moore - Building Gorilla Businesses - [Invest Like the Best, EP. 261]
Business strategy in technology markets centers on the evolution of category-defining "gorilla" companies that secure market leadership through proprietary standards and ecosystem integration. The technology adoption life cycle reveals a critical "chasm" between early visionaries and mainstream pragmatists, which compa...

Gavin Baker - The Cyclone Under the Surface - [Invest Like the Best, EP. 260]
In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Gavin Baker, managing partner and CIO of Atreides Management, about the recent market volatility, especially in growth equities. They discuss the impact of inflation, the Fed's response, and the disconnect between private and public market valuat...

Sam Englebardt and Richard Kim - Investing in Immersive Worlds - [Invest Like the Best, EP. 259]

Ricky Sandler - Building an Investment Compass - [Invest Like the Best, EP. 258]

Orlando Bravo - The Art of Software Buyouts - [Invest Like the Best, EP. 257]
In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Orlando Bravo, co-founder of Thoma Bravo, a private equity firm managing over $90 billion in assets. Bravo discusses the software investment landscape, emphasizing the mismatch between capital availability and opportunities in private equity, par...

Nick Saltarelli - One Foot in Front of the Other - [Founder’s Field Guide, EP. 54]

Jenny Johnson - Seven Decades of Investing Expertise - [Invest Like the Best, EP. 256]

Doug Colkitt - The Evolution of Markets - [Invest Like the Best, EP. 255]

Bill Gurley and Philip Rosedale - Back to the Future - [Invest Like the Best, EP. 254]

Francis Davidson - Design-led Hospitality - [Invest Like the Best, EP.253]

Niraj Shah - Developing Every Skill - [Invest Like the Best, EP. 252]
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