Invest Like the Best with Patrick O'Shaughnessy

Vaughn Tan – Quality and Innovation - [Invest Like the Best, EP.150]

Gavin Baker – Tech and Consumer Growth Investing - [Invest Like the Best, EP.149]

In this episode of the Invest Like the Best podcast, Gavin Baker, the founder of Atreides Management, shares his distinctive approach to growth investing in the consumer and technology sectors. He advocates for a long-term perspective, typically spanning 5 to 7 years, and emphasizes investing in companies with high ret...

Kevin Systrom and Mike Krieger – How to Build a Great Product

Daniel Ek – The Future of Audio - [Invest Like the Best, EP.147]

George Rzepecki – Investing in Africa - [Invest Like the Best, EP.146

Chad Cascarilla – The Future of Blockchain and Financial Services - [Invest Like the Best, EP.145]

Bill Gurley – Direct Listing vs. IPO - [Invest Like the Best, EP.144]

[REPLAY] Albert Wenger - World After Capital - [Invest Like the Best, EP.80]

[REPLAY] Deep Basin – Earning Alpha in Energy - [Invest Like the Best, EP.81]

[REPLAY] Pat Dorsey - Buying Companies With Economic Moats - [Invest Like the Best, EP.51]

Economic moats serve as structural characteristics that insulate businesses from competition, allowing for sustained above-average returns on invested capital. Identifying these advantages requires evaluating four distinct categories: intangible assets, switching costs, network effects, and cost advantages. While brand...

Joe McLean – How to be a Pro’s Pro - [Invest Like the Best, EP.143]

Zack Kanter – All Things Business - [Invest Like the Best, EP.142]

Chris Bloomstran – What Makes a Quality Company - [Invest Like the Best, EP.141]

Quality investing centers on identifying outstanding businesses managed by principled leaders capable of generating high incremental returns on capital. Rather than relying solely on low price-to-earnings multiples, this approach prioritizes long-term durability, often evidenced by a company's ability to control its ow...

Brian Christian – How to Live with Computers - [Invest Like the Best, EP.140]

Eric Sorensen - How Quant Evolves - [Invest Like the Best, EP.139]

Jane McGonigal – How Games Make Life Better - [Invest Like the Best, EP.138]

Bill Gurley – All Things Business and Investing - [Invest Like the Best, EP.137]

In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Bill Gurley, a general partner at Benchmark Capital, about network effects, marketplaces, and investment strategies. Gurley shares insights on identifying and analyzing network effects, emphasizing the importance of "liquidity quality" and unscal...

Jesse Livermore – The Search for the Truth with the Anonymous Master - [Invest Like the Best, EP.136]

Chuck Akre – The Three-Legged Stool - [Invest Like the Best, EP.135]

Successful long-term investing relies on identifying exceptional businesses through a "three-legged stool" framework: high returns on owner’s capital, management with integrity and partnership-oriented behavior, and significant opportunities for reinvestment. Chuck Akre, founder of Akre Capital Management, emphasizes t...

Jerry Neumann – Why Venture is Hard - [Invest Like the Best, EP.134]