Invest Like the Best with Patrick O'Shaughnessy

By Colossus

Technology Business Investing

What's Invest Like the Best with Patrick O'Shaughnessy 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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Sebastian Mejia - Mastering...

07.29.2021

My guest today is Sebastian Mejia, co-founder and president of Rappi. Founded in Bogota, Colombia in 2015, Rappi set out to create an on-demand convenience store and has expanded into nine countries and over 200 cities. In our conversation, Sebastian ...

Invest Like the Best with Patrick O'Shaughnessy episodes:

07.29.2021 Sebastian Mejia - Mastering On-Demand Convenience - [Founder’s Field Guide, EP. 44] My guest today is Sebastian Mejia, co-founder and president of Rappi. Founded in Bogota, Colombia in 2015, Rappi set out to create an on-demand convenience store and has expanded into nine countries and over 200 cities. In our conversation, Sebastian ...
07.27.2021 Carl Kawaja - Wisdom from Decades of Investing - [Invest Like the Best, EP. 236] Today’s conversation is one of my all-time favorites, with someone I’ve come to respect deeply in the field of investing. My guest is Carl Kawaja, who has served as a portfolio manager at Capital Group for decades. Capital Group is ...
07.22.2021 Stewart Butterfield - We Don’t Sell Saddles Here - [Founder’s Field Guide, EP. 43] My guest today is Stewart Butterfield, founder and CEO of Slack. Stewart’s 2014 essay “Why We Don’t Sell Saddles Here” had a massive impact on my own business journey, which made this discussion extra special. During our conversation, we discuss ...
07.20.2021 Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235] My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing business has evolved since Steve’s start in the ...
07.15.2021 Spenser Skates - Challenging Big Ideas - [Founder’s Field Guide, EP. 42] My guest today is Spenser Skates, CEO and co-founder of Amplitude Analytics. Spenser founded Amplitude in 2012 with a thesis that building the best product requires, deep cross-functional understanding of customer behavior. During our conversation, we discuss Spenser’s long history ...
07.13.2021 David Sacks - How to Operate a SaaS Startup - [Invest Like the Best, EP. 234] My guest today is David Sacks, General Partner at Craft Ventures and founding COO of PayPal. During our conversation, we explore what differentiates Enterprise SaaS from DTC subscriptions, what makes for a magical product launch event, and what key growth ...
07.08.2021 David Vélez - Building the Branchless Bank - [Founder’s Field Guide, EP. 41] My guest today is David Vélez, founder and CEO of Nubank, the world’s largest digital bank with over 40 million customers. In our conversation, David talks about his venture capital background at Sequoia and how that led him down an ...
07.06.2021 Balaji Srinivasan - Optimizing Your Inputs - [Invest Like the Best, EP. 233] My guest today is Balaji Srinivasan, a serial entrepreneur and angel investor. Balaji is known to challenge conventional wisdom, and he lives up to his reputation in this conversation. We discuss a wide variety of topics, including advancements in health ...
07.01.2021 Michael Mayer - Business Boss Battles - [Founder’s Field Guide, EP. 40] My guest today Michael Mayer, is the founder and CEO of Bottomless, a company that automatically replenishes your coffee supply where I am both an excited investor and customer. Today’s conversation is about tactical lessons Michael has learned while building ...
06.29.2021 Marc Andreessen - Making the Future - [Invest Like the Best, EP. 232] My guest today is Silicon Valley icon, Marc Andreessen. Before co-founding the legendary venture capital firm, Andreessen Horowitz, Marc was an early pioneer of the internet. At age 22, he built Mosaic, the first widely adopted web browser and the ...
06.24.2021 Will Ahmed - Optimizing Human Performance – [Founder’s Field Guide, EP. 39] My guest today is Will Ahmed, founder of fitness wearable company WHOOP. What started as a business plan in 2011 has evolved into the 24/7 health-tracking device you’ll often see on athletes across professional sports. During our conversation, Will and ...
06.22.2021 Howard Marks - Embracing the Psychology of Investing - [Invest Like the Best, EP. 231] My guest today is Howard Marks, co-founder of Oaktree Capital, a leading investment manager, and one of the world’s largest distressed debt investors. In our conversation, we discuss takeaways from the market selloff and rapid recovery in 2020, the importance ...
06.17.2021 Christina Cacioppo - Building the New Standard in Security – [Founder’s Field Guide, EP. 38] My guest today is Christina Cacioppo, founder of Vanta, a security and compliance software business founded in 2017. In our conversation, Christina brings to life the idea of “finding a problem that exists and fixing it.” We dive into the ...
06.15.2021 John Harris - Resilience and Imagination - [Invest Like the Best, EP. 230] My guest today is John Harris, Managing Partner of Ruane, Cunniff & Goldfarb, where the flagship Sequoia Fund has an incredible 50-year track record running a highly concentrated portfolio of equities. In our conversation, we cover John’s approach to finding ...
06.10.2021 Florian Hagenbuch and Mate Pencz - Everything Will Be Bought Online – [Founder’s Field Guide, EP. 37] My guests today are Florian Hagenbuch and Mate Pencz, co-founders of Loft. Based in Sao Paulo, Brazil, Loft is a digital platform designed to bring Latin American real estate into the e-commerce age. The 3-year-old startup scaled to over $150mm ...
06.08.2021 Gabriel Leydon - Designing Digital Economies - [Invest Like the Best, EP. 229] My guest is Gabe Leydon, who is the co-founder and former CEO of MZ, also known as Machine Zone, the company behind huge games such as Mobile Strike and Game of War. Gabe has spent the last 20 years designing ...
06.03.2021 Assaf Wand - Innovation in Static Industries – [Founder’s Field Guide, EP. 36] My guest today is Assaf Wand, CEO, and co-founder of Hippo, a homeowner insurance startup founded in 2015. In March 2021, Hippo announced a SPAC merger, valuing the business at over $5bn. In our discussion, we cover how Hippo approached ...
06.01.2021 Dennis Lynch - Delivering Alpha in Adapting Markets - [Invest Like the Best, EP. 228] My guest today is Dennis Lynch, Head of Counterpoint Global, where he oversees over $100bn in AUM and boasts one of the strongest track records of any public investor. In our conversation, we cover Dennis's unique approach to building a ...
05.27.2021 Henrique Dubugras - Building the Financial Center of Gravity – [Founder’s Field Guide, EP. 35] My guest today is Henrique Dubugras, co-founder and CEO of Brex, an all-in-one finance account for businesses. Brex recently raised funding at a valuation of over 7 billion dollars despite being founded only four years ago. In our conversation, we ...
05.25.2021 Justin Fishner-Wolfson - Secondary Investing in Private Markets - [Invest Like the Best, EP. 227] My guest today is Justin Fishner-Wolfson, founder of 137 Ventures, a venture capital fund focused on providing liquidity solutions to founders, investors, and employees of private businesses. In our conversation, we discuss what early career experiences led Justin to start ...
05.20.2021 Peter Reinhardt - Learning How to Sell – [Founder’s Field Guide, EP. 34] My guest today is Peter Reinhardt, co-founder and CEO of Segment, the market-leading data customer data platform that was acquired by Twilio last year. In our conversation, we cover the fascinating journey of Segment from an education feedback tool to ...
05.18.2021 Brent Beshore - Learnings from a Year of Unexpected Events - [Invest Like the Best, EP. 226] My guest today is Brent Beshore. For those that don’t know Brent from his frequent appearances on this podcast, he runs Permanent Equity Fund and has been a close personal friend for the past five years. Brent and I revisit ...
05.13.2021 Jeremy Cai - Manufacturer to Customer – [Founder’s Field Guide, EP. 33] My guest today is Jeremy Cai, founder, and CEO of Italic, a subscription marketplace for consumer goods that works directly with manufacturers. I was introduced to Jeremy by my friend Blake Robbins and was dying to better understand the Italic ...
05.11.2021 Eli Dourado - Frontiers for Productivity - [Invest Like the Best, EP. 225] My guest today is Eli Dourado, economist and senior research fellow at the Center for Growth and Opportunity at Utah State University. In our discussion, we touch on the ongoing stagnation in labor productivity, the system constraints, and some of ...
05.06.2021 James Reinhart – Lessons in Process Power – [Founder’s Field Guide, EP. 32] My guest today is James Reinhart, founder, and CEO of thredUP, an online thrift marketplace. thredUP’s online store is distinct in the way the company touches every product, processing every piece of clothing at their own facilities instead of focusing ...
05.04.2021 Andrew Sugrue - Investing in Paradigm Shifts - [Invest Like the Best, EP. 224] My guest today is Andrew Sugrue, co-founder, and partner at Avenir Growth Capital. Avenir is a growth equity firm focused on backing category-defining businesses. In our conversation, we cover Andrew’s investing career, what he learned from Julian Robertson, how counter-positioning ...
04.29.2021 Alyssa Ravasio - Supply, Demand, and the Outdoors - [Founder’s Field Guide, EP. 31] My guest today is Alyssa Ravasio, co-founder and CEO of Hipcamp, a platform to discover and book your next camping trip. I was excited for this conversation as it combines two of my favorite passions – the outdoors and internet ...
04.27.2021 Josh Buckley - Identifying Legendary Start-ups - [Invest Like the Best, EP. 223] My guest today is Josh Buckley. Josh is the new CEO of Product Hunt and an investor in many breakout companies like Rippling, Lattice, Boom Supersonic, and Relativity Space. In our conversation, we cover how video game companies are at ...
04.22.2021 Thomas Tull - New Physics of Business - [Founder’s Field Guide, EP. 30] My guest today is Thomas Tull, the founder of Tulco LLC, an investment holding company that invests in businesses with high growth potential and helps them apply machine learning and data analytics. Thomas is also the founder and former CEO ...
04.20.2021 Paul Enright - The Buy Side Primer - [Invest Like the Best, EP. 222] My guest today is Paul Enright, managing partner at Krainos Capital, his family office. Before running his own family office, Paul worked on the buy-side at Viking Global for over a decade managing their consumer and technology portfolios and before ...
04.15.2021 Trevor McFedries - Building Web 3.0 - [Founder’s Field Guide, EP. 29] My guest today is Trevor McFedries, the founder of technology startup Brud and the creator of virtual pop star Miquela, a Gen Z icon with millions of fans worldwide. Trevor’s background is fascinating - he worked as a DJ and ...
04.13.2021 Chris Dixon - The Potential of Blockchain Technology - [Invest Like the Best, EP. 221] My guest today is Chris Dixon, a general partner at Andreessen Horowitz. Chris is a prolific investor and thinker, having been an entrepreneur, angel investor, and is now focused on investing in the crypto and blockchain space for Andreessen. Our ...
04.09.2021 Shopify: The E-commerce On-Ramp - [Business Breakdowns, EP. 01] Welcome to the first episode of our newest show, Business Breakdowns, featuring deep-dive conversations on individual businesses. In each episode, we will dissect a new company with investors and operators that know it best. We’ve already released the first three ...
04.08.2021 Tony Xu - A Human and Math Problem - [Founder’s Field Guide, EP. 28] My guest today is Tony Xu, co-founder, and CEO of DoorDash. Tony started DoorDash 7.5 years ago, and today it is one of the largest food delivery and logistics platforms globally, with operations in the US, Canada, Australia. In our ...
04.06.2021 Mike Kerns and Jesse Jacobs - Content to Commerce - [Invest Like the Best, EP. 220] My guests this week are Jesse Jacobs and Mike Kerns, co-founders and partners at The Chernin Group, TCG, a multi-stage investment firm dedicated to building consumer businesses. Many think of TCG as some of the best media investors in the ...
04.05.2021 Business Breakdowns - Trailer Welcome to Business Breakdowns, a new Colossus podcast featuring deep-dive conversations on individual businesses. In each episode, we will dissect a new company with investors and operators that know it best. We believe every business has secrets and lessons to ...
04.01.2021 Jesse Pujji - A Primer on Performance Marketing - [Founder’s Field Guide, EP. 27] My guest today is Jesse Pujji, the Founder & CEO of Gateway X, a holding company that builds, buys, and invests in companies that are driving the direct-to-consumer landscape. Prior to Gateway X, Jesse was the CEO and co-founder of ...
03.30.2021 Kanyi Maqubela - Dawn of the 21st Century - [Invest Like the Best, EP. 219] My guest today is Kanyi Maqubela, co-founder of seed-stage VC firm Kindred Ventures, which he started with his partner Steven Jang in 2019. Before founding Kindred Ventures, Kanyi was a general partner at Collaborative Fund. In our conversation, we discuss ...
03.25.2021 Roxanne Petraeus - Modernizing Compliance - [Founder’s Field Guide, EP.26] My guest today is Roxanne Petraeus, co-founder and CEO of Ethena, a modern compliance platform for businesses. Roxanne’s background is pretty incredible, before starting Ethena she was a Rhodes Scholar, served in the US Army, and worked at McKinsey. In ...
03.23.2021 Jesse Walden - A Primer on NFTs - [Invest Like the Best, EP. 218] My guest today is Jesse Walden, the founder of Variant, an early-stage venture firm investing in crypto networks and platforms building the ownership economy. With all the hype surrounding NFTs, I wanted to talk to Jesse about them, given his ...
03.18.2021 Jonathan Goldberg - Capturing Carbon - [Founder’s Field Guide, EP. 25] My guest today is Jonathan Goldberg, the founder, and CEO of Carbon Direct, a company focused on advising and investing in carbon removal at scale. Jonathan started his career in the commodities division of Goldman Sachs and then went on ...
03.16.2021 Marissa King - The Science of Social Networks - [Invest Like the Best, EP. 217] My guest this week is Marissa King, a professor of organizational behavior at the Yale School of Management. I was fascinated by Marissa's work after coming across her book, Social Chemistry: Decoding the Elements of Human Connection, earlier this year. ...
03.11.2021 Jonathan Neman - Building the Modern Restaurant - [Founder’s Field Guide, EP. 24] My guest this week is Jonathan Neman, the co-founder and CEO of Sweetgreen. Sweetgreen is a fast-casual restaurant chain that Jonathan co-founded in 2007 during their senior year at Georgetown when he realized they couldn't find a healthy, affordable, and ...
03.09.2021 Josh Wolfe and Tony Thomas - The Past, Present, and Future of Defense – [Invest Like the Best, EP. 216] My guests today are Josh Wolfe and Tony Thomas, better known as T2. Josh is the co-founder and General Partner at Lux Capital. T2 is now a venture partner alongside Josh at Lux Capital, after serving for almost 40 years ...
03.04.2021 Matteo Franceschetti – Modernizing Sleep – [Founder’s Field Guide, EP. 23] My guest today is Matteo Franceschetti, the founder and CEO of Eight Sleep, a smart mattress company. I’m a customer of Eight Sleep and this was one of the most unique founder conversations I’ve had on the show, in both ...
03.02.2021 Jack Clark - Grateful for Everything, Entitled to Nothing – [Invest Like the Best, EP. 215] My guest today is Jack Clark, head coach of the University of California Varsity Rugby team. Jack has one of the highest winning percentages not only at the collegiate level but in sports history, winning an incredible 90% of games ...
02.25.2021 Ryan Petersen - Where There Is Mystery, There Is Margin – [Founder’s Field Guide, EP. 22] My guest today is Ryan Petersen, founder and CEO of Flexport. Flexport is a technology platform for global trade. In this conversation, Ryan takes us through the fragmented world of international freight shipping, and we dive deep into the history ...
02.23.2021 Jeremy Grantham - A Historic Market Bubble – [Invest Like the Best, EP.214] My guest today is Jeremy Grantham. Jeremy is the Long-Term Investment Strategist and Co-Founder at GMO. Jeremy has an encyclopedic knowledge of the history of markets, which made it such a pleasure to have him back on the show. In ...
02.18.2021 Carlos Brito – Creating an Ownership Culture – [Founder’s Field Guide, EP. 21] My guest today is Carlos Brito, CEO of Anheuser-Busch InBev. AB InBev is the world’s largest brewer of beer and maintains a portfolio of hundreds of beer brands across the globe. Our conversation focuses on AB InBev’s culture of ownership, ...
02.16.2021 Scott Belsky - Focus on the First Mile – [Invest Like the Best, EP. 213] My guest today is Scott Belsky. Scott was the co-founder and CEO of Behance, the world's largest creative network, and a prolific angel investor, having made early-stage investments in Pinterest, Uber, Carta, and Airtable. His company was acquired by Adobe ...

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