Invest Like the Best with Patrick O'Shaughnessy

Chetan Puttagunta and Jeremiah Lowin – Open Source Crash Course - [Invest Like the Best, EP.188]

Katrina Lake – The Next Wave of E-Commerce - [Invest Like the Best, EP.187]

Brian Armstrong – The Future of Crypto - [Invest Like the Best, EP.186]

Matt Ball - The Future of Media: Movies, the Metaverse, and More - [Invest Like the Best, EP.185]

Kat Cole – How to Operate: Lessons in Brand, Distribution, and Leadership - [Invest Like the Best, EP.184]

Eric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]

Software businesses are undergoing a fundamental shift as digital transformation moves from a secondary concern to an existential requirement for corporate survival. SaaS companies command high valuation multiples because their business models—characterized by recurring revenue and compounding growth—create win-win out...

Turner Novak – The Past, Present, and Future of Consumer Social Companies - [Invest Like the Best, EP.182]

Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, EP.181]

Blake Robbins – Investing in Gaming - [Invest Like the Best, EP.180]

Brad Gerstner – Public and Private Investing - [Invest Like the Best, EP.179]

John Collison – Growing the Internet Economy - [Invest Like the Best, EP.178]

Industrial conglomerates and the evolution of the internet economy provide the framework for understanding how technology companies scale and allocate capital. Unlike traditional conglomerates that often rely on tight integration, successful technology firms frequently leverage decentralized management and shared best ...

Jeremy Grantham – An Uncertain Crisis - [Invest Like the Best, EP.177]

Ben Thompson – Platforms, Ecosystems, and Aggregators - [Invest Like the Best, EP.176]

This podcast episode delves into the concepts and theories surrounding business strategy, technology, and media. It covers a range of topics, including aggregation theory, the influence of the internet on business, the significance of aggregators and platforms, the future of technology firms, and the dynamics of the me...

Shishir Mehrotra – The Art and Science of the Bundle - [Invest Like the Best, EP.175]

In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Shishir Mehrotra about the concept of bundling and unbundling products and services. Mehrotra shares his experiences and insights, particularly around four myths of bundling, using examples from his time at YouTube, his involvement with Spotify, ...

Hamilton Helmer – Power + Business - [Invest Like the Best, EP.174]

In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Hamilton Helmer, author of "7 Powers," about business strategy and competitive advantage. Helmer explains the concept of "power" as a combination of benefits and barriers that create durable success, using Intel as an example. The discussion cove...

Tobi Lutke – Building a Modern Business - [Invest Like the Best, EP.173]

In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Tobi Lutke, the co-founder and CEO of Shopify, about his business principles, the concept of focus, and the strategic decisions behind the Shop app. They delve into the importance of being merchant-obsessed, the marketplace business model, and ho...

Ali Hamed – An Update on Private Credit - [Invest Like the Best, EP.172]

Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171]

Josh Kopelman - The Past, Present, And Future Of Seed Investing - [Invest Like the Best, EP.170]

This Invest Like the Best podcast episode features an interview with Josh Kopelman, founder of First Round Capital, focusing on early-stage venture capital investing. The conversation covers Kopelman's entrepreneurial background, his firm's investment strategy (emphasizing founder personality over initial ideas), and ...

Manny Stotz - Frontier Markets Investing - [Invest Like the Best, EP.169]

In this podcast episode, the focus is on the investment opportunities in frontier markets, where Kingsway Capital aims to uncover outstanding prospects amid the stark differences in global equity performance. Manny offers valuable insights into spotting quality businesses that boast high returns and intangible assets, ...