Invest Like the Best with Patrick O'Shaughnessy

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

Savneet Singh - The Berkshire of Software - [Invest Like the Best, EP.79]

Savneet Singh, co-founder of Terra Holdings and partner at Coventure, details his transition from traditional value investing and hedge fund management to an operator-focused strategy aimed at building a software-based holding company. The discussion centers on identifying "sticky," mission-critical software businesses...

Dan Rasmussen - Private Equity Returns in Public Markets - [Invest Like the Best, EP.78]

Pat Dorsey Returns - The Moat Portfolio - [Invest Like the Best, EP.77]

In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Pat Dorsey of Dorsey Asset Management for a second time, diving deeper into valuation frameworks, competitive advantages, and capital allocation using specific examples like Facebook, Chegg and Amazon. Dorsey shares his emphasis on qualitative in...

Josh Wolfe - This is Who You Are Up Against - [Invest Like the Best, EP.76]

This Invest Like the Best podcast episode features an interview with Josh Wolfe, a managing partner at Lux Capital, a venture capital firm focused on hard sciences and unconventional investments. The conversation explores Lux Capital's investment philosophy, emphasizing randomness, optionality, and thesis-driven appro...

Harvey Sawikin - Emerging Market Opportunities - [Invest Like the Best, EP.75]

Anthony Pompliano - Full Tilt Investing- [Invest Like the Best, EP.74]

Dr. Ben Hunt - The Three-Body Portfolio - [Invest Like the Best, EP.73]

Preston Byrne - Crypto-pocalypse - [Invest Like the Best, EP.72]

Ali Hamed – Creative Investing - [Invest Like the Best, EP.71]

Sheel Tyle - The Future of Venture Capital - [Invest Like the Best, EP.70]

Chris Dixon – The Future of Tech - [Invest Like the Best, EP.69]

Technological innovation is driven by the malleability of software, which allows for an unbounded design space compared to the physical constraints of hardware. While current internet infrastructure has centralized around a few dominant companies, decentralized protocols—specifically within the cryptocurrency ecosystem...

Sorin Capital – Retail Contrarians - [Invest Like the Best, EP.68]

Franklin Foer – World Without Mind - [Invest Like the Best, EP.67]

Adam Ludwin - A Sober View on Crypto - [Invest Like the Best, EP.66]

Joanne Wilson - Angel Investing and Trend Spotting - [Invest Like the Best, EP.65]

Connor Leonard - Capital Light Compounders & Reinvestment Moats - [Invest Like the Best, EP.64]

Dhani Jones - Adventures in Sports, Business, and Investing - [Invest Like the Best, EP.63]

Chris Burniske - How to Value a Cryptoasset - [Invest Like the Best, EP.62]

In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Chris Burniske about crypto asset valuation. Chris shares his framework for valuing cryptoassets, emphasizing the equation of exchange (MV=PQ) to assess the utility value of cryptoassets, and differentiating between cryptocurrencies, cryptocommod...

Brad Katsuyama - What Happens When You Hit “Buy” - [Invest Like the Best, EP.61]