Invest Like the Best

By Patrick O'Shaughnessy

Technology Business Investing

What's Invest Like the Best about?

Exploring the ideas, methods, and stories of people that will help you better invest your time and money. Learn more and stay-up-to-date at InvestorFieldGuide.com

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Ilkka Paananen – Superpower...

01.21.2021

My guest today is Ilkka Paananen, Founder and CEO of Supercell, a mobile game developer based in Finland. Supercell has built hugely successful games like Clash of Clans and Clash Royale that have reached over 100 million daily active users. ...

Invest Like the Best episodes:

01.21.2021 Ilkka Paananen – Superpowering Teams – [Founder’s Field Guide, EP.17] My guest today is Ilkka Paananen, Founder and CEO of Supercell, a mobile game developer based in Finland. Supercell has built hugely successful games like Clash of Clans and Clash Royale that have reached over 100 million daily active users. ...
01.19.2021 Claire Cormier Thielke – The Future of Cities and Real Estate – [Invest Like the Best, EP.209] My guest today is Claire Cormier Thielke, Managing Director of Asia Pacific for Hines, the largest private real estate investment, development and management firm in the world with over $144 billion in assets under management. Claire responsible for acquisitions, development, ...
01.14.2021 Oliver Hughes – The Secret FinTech Giant – [Founder’s Field Guide, EP.16] My guest today is Oliver Hughes, the CEO of Tinkoff, the leading online commercial bank based in Russia. I found this conversation fascinating and think it will be essential for anyone who wants to understand online financial services or the ...
01.12.2021 Zack Fuss – Breaking Down the Food Ecosystem – [Invest Like the Best, EP.208] My guest today is Zach Fuss, an investor at Continental Grain, a 200-year-old family owned business that is focused on investing and operating businesses throughout the food and agriculture ecosystem with assets across the US, Latin America, and Asia. Prior ...
01.07.2021 Carlos Cashman – Lessons from the Amazon Ecosystems – [Founder’s Field Guide, EP.15] My guest today is Carlos Cashman, co-founder and co-CEO of Thrasio an acquirer of third-party Amazon sellers. In a surprising departure for a high growth company, Thrasio has been profitable since its founding in 2018 and was most recently valued ...
01.05.2021 Ram Parameswaran - Internet Scale Businesses – [Invest Like the Best, EP.207] My guest today is Ram Parameswaran, founder of Octahedron Capital. Ram started Octahedron this year after more than 5 years as a partner at Altimeter Capital where he made investments in Square, Bytedance, Pinduoduo, and Udaan. In our conversation we ...
12.31.2020 Dylan Field - The Growing Importance of Design – [Founder’s Field Guide, EP.14] Dylan Field is the co-founder and CEO of Figma, a collaborative, online design tool which has taken the world by storm. With a most recent valuation of more than $2B and bakers like Andreessen Horowitz, Sequoia, Kleiner Perkins, and Greylock, ...
12.29.2020 Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206] My guest today is Tracy Graham, founder and managing principal of Graham Allen Partners, a private equity firm that specializes in acquiring and building technology-enabled businesses. In our conversation we discuss how Tracy ended up playing football at Notre Dame, ...
12.24.2020 Zach Perret – The Future of Financial Services – [Founder’s Field Guide, EP.13] Zach Perret is the founder and CEO of Plaid. Plaid helps companies build fintech solutions by creating APIs that allow people to connect their financial data to apps and services. In this conversation, we dive into Zach's philosophy on building ...
12.22.2020 Mario Cibelli - Cornerstone Investing Insights - [Invest Like the Best, EP.205] My guest today is Mario Cibelli. Mario is the managing partner of Marathon Partners Equity Management, a long-biased, concentrated investment firm that he's run for over 20 years. In our conversation, we discuss how his firm figured out Blockbuster's DVD ...
12.17.2020 Bob Pittman - Lessons from Building Media Empires – [Founder’s Field Guide, EP.12] My guest today, Bob Pittman, has had one of the most interesting careers I’ve ever come across. Today, he’s the CEO of iHeartMedia, the country’s largest operator of radio stations and podcasts. Bob also created MTV, was the CEO of ...
12.15.2020 Sam Hinkie – Find Your People - [Invest Like the Best, EP.204] My guest today is Sam Hinkie. Sam worked for more than a decade in the NBA with the Houston Rockets and then as the President and GM of the Philadelphia 76ers. And now, after years of personal investing, he has ...
12.10.2020 Michelle Zatlyn – Protecting the Internet – [Founder’s Field Guide, EP.11] My guest today is Michelle Zatlyn. Michelle is the co-founder and COO of Cloudflare, a now $25 billion dollar business which she helped take public last year. Cloudflare helps businesses make their websites faster and more secure, and over 25 ...
12.08.2020 Danny Meyer – The Power of Hospitality - [Invest Like the Best, EP.203] My guest today is Danny Meyer, the founder and CEO of Union Square Hospitality Group, which compromises some of the most acclaimed restaurants in New York like Gramercy Tavern and Union Square Café. He’s also the founder and chairman of ...
12.03.2020 Zac Bookman – How Government Works – [Founder’s Field Guide, EP.10] My guest today is Zac Bookman. Zac is the Founder and CEO of OpenGov a budgeting and financial management software for local governments. Before he founded OpenGov Zac was an Advisor to U.S. Army General H.R. McMaster in Afganistan, a ...
12.01.2020 Daniel Gross – Finding Undiscovered Talent - [Invest Like the Best, EP.202] My guest today is Daniel Gross. Daniel is the founder of Pioneer, an extremely unique company which he describes as a “fully remote startup generator” that helps talented people around the world figure out if their idea has legs. You ...
11.26.2020 Emmett Shear - The New Language of the Internet – [Founder’s Field Guide, EP.9] My guest today is Emmett Shear, founder and CEO of Twitch. Twitch is the world's leading live streaming platform for gamers, which was acquired by Amazon in 2014. We talk about how Twitch empowers streamers to monetize their audience, the ...
11.24.2020 RRE Ventures - RRE Ventures - Raju Rishi, Nikita Singareddy, Jason Black - [Invest Like the Best, EP.201] My guests today are Raju Rishi, Nikita Singareddy, and Jason Black of RRE Ventures. RRE is a New York-based VC firm investing in early-stage start-ups with more than 400 investments over its 25 year history. Raju, Nikita, and Jason focus ...
11.19.2020 Nick Kokonas - Know What You Are Selling – [Founder’s Field Guide, EP.8] My guest today is Nick Kokonas, the co-founder of the 3 of the best restaurants and bars in America - Alinea, Next, and The Aviary as well as the co-founder and CEO of Tock, a comprehensive booking system for restaurants. ...
11.17.2020 Niki Scevak - Wild Hearts and Wild Ideas - [Invest Like the Best, EP.200] My guest today is Niki Scevak, co-founder and partner at Blackbird Ventures. Blackbird is a leading VC firm in Australia and New Zealand and has invested in companies like graphic design platform Canva and autonomous vehicle company Zoox. Our conversation ...
11.12.2020 Todd McKinnon - Creating and Defining a New Market Category - [Founder’s Field Guide, EP.7] My guest today is Todd McKinnon, co-founder and CEO of Okta, the leading provider of identity management for enterprises. Todd started Okta in 2009 after realizing that enterprises would need a robust solution for identity management in a world where ...
11.10.2020 Jason Karp and Rohan Oza – The Power of Brand - [Invest Like the Best, EP.199] My guests today are Jason Karp and Rohan Oza. Jason is the founder and CEO of HumanCo, a holding company focused on building businesses that help people live healthier lives. Jason formerly ran the hedge fund Tourbillon Capital and was ...
11.05.2020 John Chambers - Pattern Matching, Playbooks, and Winning Product Categories - [Founder’s Field Guide, EP.6] My guest this week is John Chambers. John was the CEO of Cisco from 1995 to 2015 where he helped grow Cisco from $70 million to $40 billion in annual revenue. In this conversation we discuss the best business lesson ...
11.03.2020 Anu Hariharan – Lessons in Growth Investing - [Invest Like the Best, EP.198] My guest this week is Anu Hariharan. Anu is a partner at Y-Combinator's Continuity Fund where she focuses on growth investing. Before YC, Anu was an Investment Partner at Andreesen Horowitz where she worked with portfolio companies Airbnb, Instacart, Medium ...
10.29.2020 Laura Behrens Wu - When Digital and Physical Worlds Converge - [Founder’s Field Guide, EP.5] My guest today is Laura Behrens Wu, co-founder and CEO of Shippo. Shippo started in 2014 after Laura realized with her own e-commerce start-up that shipping was an incredibly difficult task for most merchants, so she set out to fix ...
10.27.2020 Brad Gerstner and Rich Barton – Thriving in Changing Markets - [Invest Like the Best, EP.197] My guests today are Rich Barton and Brad Gerstner. Brad is the founder of Altimeter Capital and is one of my favorite active investors. Brad and Altimeter were one of the largest investors in Snowflake in its earlier days and ...
10.22.2020 Jason Citron - Building the Third Place - [Founder’s Field Guide, EP.4] My guest today is Jason Citron, founder and CEO of Discord. Discord is one of the largest and fastest growing social networks in the world. It started as a place for gamers to congregate online, but thanks to how easy ...
10.20.2020 Ben Gilbert and David Rosenthal of Acquired - Lessons on Early Stage Investing and Getting Acquired - [Invest Like the Best, EP.196] My guests today are Ben Gilbert and David Rosenthal. Ben and David are investors but also the duo behind the Acquired podcast, which is one of my favorite podcasts that dives deep into business history and famous acquisitions. I recommend ...
10.15.2020 Leore Avidar - Creating and Selling Superpowers - [Founder’s Field Guide, EP.3] My guest today is Leore Avidar. Leore is the co-founder and CEO of Lob, a company which makes it easy to send direct mail programmatically. He’s also the founder of a new company focusing on sports card collectibles, Alt, which ...
10.13.2020 Jacqueline Novogratz – Investing in Dignity and Character - [Invest Like the Best, EP.195] My guest today is Jacqueline Novogratz. Jacqueline is the founder and CEO of Acumen, a non-profit global venture fund that uses entrepreneurial approaches to solve the problems of poverty. Our conversation touches on how Jacqueline left Wall Street and ended ...
10.08.2020 Justin Singer - How Regulation Unlocks Opportunity - [Founder’s Field Guide, EP.2] My guest today is Justin Singer, the founder and CEO of Caliper Foods and Stillwater Brands, two leading companies in the cannabis industry. We start our conversation with a fascinating discussion on how regulation creates or destroys business and investing ...
10.06.2020 Jesse Livermore - Upside Down Markets - Understanding Fiscal and Monetary Policy - [Invest Like the Best, EP.194] My guest today is Jesse Livermore. I’ve worked with Jesse as part of our research partners program at O’Shaughnessy Asset Management for years now. Whenever there is a huge, important, and complex issue to be studied, I believe he’s among ...
10.01.2020 Rahul Vohra - Using Emotion to Design Great Products - [Founder’s Field Guide, EP.1] Today’s episode represents a new chapter for Invest Like the Best, so requires a longer introduction than normal. Starting today, I’ll be bringing you two episodes per week on the same feed. On Tuesday’s, I’ll focus on investors, and on ...
09.29.2020 Modest Proposal – Better, Cheaper, Faster: Why Companies that Reduce Friction Win - [Invest Like the Best, EP.193] Before getting to this week’s guest, an announcement: starting Thursday we will be introducing a new series of interviews. Be sure to check this same podcast feed in two days to learn more. My guest this week goes by the ...
09.22.2020 Lauren Taylor Wolfe – The Modern Activist Toolkit - [Invest Like the Best, EP.192] My guest this week is Lauren Taylor Wolfe. Lauren is the co-founder and Managing Partner of Impactive Capital. Prior to founding Impactive she spent 10 years at Blue Harbour Group, a $3 billion activist investment firm. Our conversation is on ...
09.15.2020 Rory Sutherland – Moonshots and Marketing - [Invest Like the Best, EP.191] My guest today is Rory Sutherland. Rory is the Vice Chairman of Ogilvy & Mather Group, which is one of the largest and most renowned advertising agencies in the world. He’s also the author of one of my favorite recent ...
09.08.2020 Michael Seibel – Lessons from Thousands of Startups - [Invest Like the Best, EP.190] My guest this week is Michael Seibel. Michael is a Partner at Y Combinator, and the CEO of YC's startup accelerator. He was the cofounder and CEO Justin.tv, which eventually became Twitch, and Socialcam. In this conversation, we discuss all ...
09.01.2020 Michael Mauboussin – Great Migration Public to Private Equity - [Invest Like the Best, EP.189] My guest this week is Michael Mauboussin, the head of consilient research at Counterpoint Global. Michael is an all-time favorite guest here on the show, and this is his fourth appearance. We discuss one of the biggest topics in the ...
08.25.2020 Chetan Puttagunta and Jeremiah Lowin – Open Source Crash Course - [Invest Like the Best, EP.188] My guests this week are Jeremiah Lowin and Chetan Puttagunta. Jeremiah is the founder of Prefect.io, an open-source software company where my family and I are investors, and Chetan is a partner at Benchmark Capital. Both are past guests and ...
08.18.2020 Katrina Lake – The Next Wave of E-Commerce - [Invest Like the Best, EP.187] My guest today is Katrina Lake, the co-founder and CEO of Stitch Fix. Stitch Fix is a multi-billion-dollar public company which has brought an entirely new model to retail apparel by combining data science, technology, and personal stylists to create ...
08.11.2020 Brian Armstrong – The Future of Crypto - [Invest Like the Best, EP.186] My guest this week is Brian Armstrong, the co-founder and CEO of Coinbase. The topic of our conversation is the future of cryptocurrency and decentralized finance. Its been a while since I checked in on the world of crypto and ...
08.04.2020 Matt Ball - The Future of Media: Movies, the Metaverse, and More - [Invest Like the Best, EP.185] My guest today, Matthew Ball, is a long time coming. He’s the former head of strategy at Amazon Studios, an investor, and probably my favorite business essayist writing today.
07.28.2020 Kat Cole – How to Operate: Lessons in Brand, Distribution, and Leadership - [Invest Like the Best, EP.184] My guest today is Kat Cole, the COO and president of North America for Focus Brands, which owns famous companies like Cinnabon, Carvel, Jamba, and more. Kat’s story and career trajectory are remarkable, as are the lessons she’s picked up ...
07.21.2020 Eric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183] My guest this week is Eric Vishria, a general partner at Benchmark Capital. Eric joined Benchmark after spending the first part of his career as an operator and CEO. The topic of our conversation is the past, present, and future ...
07.14.2020 Turner Novak – The Past, Present, and Future of Consumer Social Companies - [Invest Like the Best, EP.182] My guest this week is Turner Novak, a partner at Gelt VC. Many of the largest companies in the world today are consumer social companies, so Turner and I discuss the past, present, and future of those businesses. When executed ...
07.07.2020 Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, EP.181] My guest this week is Charlie Songhurst, the former head of strategy at Microsoft and a prolific investor, having personally invested in nearly 500 companies throughout his career. I met Charlie at an event hosted in New York and you ...
06.30.2020 Blake Robbins – Investing in Gaming - [Invest Like the Best, EP.180] My guest today is Blake Robbins, a partner at Ludlow Ventures. We talk about all things video games, including the major companies in the industry, how games monetize, how in-game economies work, how e-sports has evolved, and much more. This ...
06.23.2020 Brad Gerstner – Public and Private Investing - [Invest Like the Best, EP.179] My guest today is Brad Gerstner, the founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm. Brad and his team are known for a deep expertise in internet-enabled businesses, including Expedia, Facebook, Uber, and many more. We ...
06.16.2020 John Collison – Growing the Internet Economy - [Invest Like the Best, EP.178] My guest today is John Collison, the Co-Founder of the digital payments company Stripe. Stripe’s mission is to increase the GDP of the internet, a lofty and deeply interesting pursuit. John is clearly a voracious learner across business and investing, ...
06.09.2020 Jeremy Grantham – An Uncertain Crisis - [Invest Like the Best, EP.177] My guest today is Jeremy Grantham. Jeremy is the co-founder and chief investment strategist of Grantham, Mayo, & van Otterloo (aka GMO). GMO, which manages more than $60B for clients, was a firm that helped educate me early in my ...

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