Invest Like the Best with Patrick O'Shaughnessy

By Colossus | Investing & Business Podcasts

Business Investing

What's Invest Like the Best with Patrick O'Shaughnessy about?

Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.joincolossus.com

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Trina Spear - Billion Dolla...

09.20.2022

My guest today is Trina Spear, a former investor at Blackstone and the co-founder and CEO of FIGS. FIGS is a multi-billion-dollar public company that built a category-leading brand selling scrubs to healthcare professionals. It was a problem hiding in ...

Invest Like the Best with Patrick O'Shaughnessy episodes:

09.20.2022 Trina Spear - Billion Dollar Scrubs - [Invest Like the Best, EP.295] My guest today is Trina Spear, a former investor at Blackstone and the co-founder and CEO of FIGS. FIGS is a multi-billion-dollar public company that built a category-leading brand selling scrubs to healthcare professionals. It was a problem hiding in ...
09.15.2022 Gabriel Leydon - How Web3 Onboards a Billion Users - [Web3 Breakdowns, EP.37] Today, we are sharing an episode of Web3 Breakdowns with you. My Invest Like the Best conversation with Gabe Leydon last year was one of my favorites and became one of our most popular. Since that conversation, Gabe has become ...
09.13.2022 Harley Finkelstein - Building the Entrepreneurship Company - [Invest Like the Best, EP.294] My guest today is Harley Finkelstein. Harley is the President of Shopify and has been with the company since its early years. He is a lawyer by training but an entrepreneur by calling and that is the focus of our ...
09.06.2022 Mitch Lasky - The Business of Gaming - [Invest Like the Best, EP.293] My guest today is Mitch Lasky. Mitch is a partner at Benchmark and one of the leading figures in the video game industry. Over the last 30 years, he has built, led, and invested in a number of the best ...
08.30.2022 David Senra - Passion & Pain - [Invest Like the Best, EP.292] My guest today is David Senra. David has studied history’s great founders and entrepreneurs in more depth than anyone I’ve ever met, and I’d wager more than anyone else alive. In this conversation, we cover many of the most common ...
08.23.2022 Robert Smith - Investing in Enterprise Software - [Invest Like the Best, EP.291] My guest today is Robert Smith, the founder, Chairman, and CEO of Vista Equity Partners. An engineer by training, Robert started Vista at the turn of the millennium and built it into one of the world's most successful software-focused investment ...
08.16.2022 Katherine Boyle - Investing for America - [Invest Like the Best, EP.290] My guest today is Katherine Boyle, a general partner at Andreessen Horowitz. Katherine started her career as a reporter for The Washington Post before moving into VC at General Catalyst. She now leads a practice at a16z called American Dynamism, ...
08.09.2022 Ravi Gupta - Focus - [Invest Like the Best, EP.289] My guest today is Ravi Gupta. Ravi spent a decade in private equity at KKR before joining Instacart as their first CFO and COO. He navigated them through a critical moment in their history and returned to investing in 2019 ...
08.02.2022 Will Thorndike - The Power of Long Holding Periods - [Invest Like the Best, EP.288] My guest today is Will Thorndike. I first spoke to Will in 2017 about his excellent book The Outsiders and his career in private equity. I titled that conversation: How Skilled Capital Allocators Compound Capital. In many ways this conversation ...
07.26.2022 Alok Vasudev - Searching for White Space - [Invest Like the Best, EP.287] My guest today is Alok Vasudev. Alok is an early-stage investor who has been in the crypto space for a very long time. Before co-founding Standard Crypto, he was an investor at Benchmark and S28 Capital. Given Alok's experience and ...
07.19.2022 Matthew Ball - A Manual to The Metaverse - [Invest Like the Best, EP.286] My guest today is Matthew Ball. Matt is an investor, the former head of strategy at Amazon studios, and one of the brightest minds in the media industry. Through his essays and now his book, which launches today, Matt has ...
07.14.2022 TransDigm: Foundations with Nick Howley [50X, EP.1] Today we are dropping a special episode in the Invest Like the Best feed. You will hear the first episode of 50X – a new series from Will Thorndike and the team at Compounding Labs, in partnership with Colossus. Will’s ...
07.12.2022 Alice Bentinck - Building a Start-Up Machine - [Invest Like the Best, EP.285] My guest today is Alice Bentinck, co-founder of Entrepreneur First. Entrepreneur First, or EF, invests pre-company by systematizing the way that talented individuals find co-founders, develop ideas, and scale into companies. They’re an incubator of teams and ideas on a ...
07.05.2022 Jess Lee - Designing Investment Products - [Invest Like the Best, EP.284] My guest today is Jess Lee. Jess is a partner at Sequoia Capital as well as their Chief Product Officer. Before becoming an investor, Jess co-founded fashion app, Polyvore, and was an early product manager for Google Maps. Most recently, ...
06.28.2022 Kenneth Stanley - Greatness Without Goals - [Invest Like the Best, EP.283] My guest today is Ken Stanley. Ken is a Professor in Computer Science and a pioneer in the field of neuroevolution. He is also the co-author of a book called, Why Greatness Cannot Be Planned, which details a provocative idea ...
06.21.2022 Lydia Jett - Investing in E-commerce - [Invest Like the Best, EP.282] My guest today is Lydia Jett, Managing Partner of SoftBank Investment Advisers. Lydia leads the team’s consumer, internet, and e-commerce investments and has worked with many of the most significant consumer platforms in the world, including as a board member ...
06.14.2022 Josh Wolfe & Chris Power - Factories of the Future - [Invest Like the Best, EP.281] My guests today are Josh Wolfe and Chris Power. Josh will be a familiar voice to many of you and is the co-founder and General Partner of Lux Capital. Chris is the founder and CEO of advanced manufacturing start-up, Hadrian. ...
06.07.2022 Martin Casado - The Past, Present, and Future of Digital Infrastructure - [Invest Like the Best, EP.280] My guest today is Martin Casado. Martin is a general partner at Andreessen Horowitz where he focuses on digital infrastructure. Before joining a16z, Martin pioneered software-defined networking and co-founded Nicira, which was bought by VMware for $1.3 billion in 2012. ...
05.31.2022 Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279] My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his ...
05.26.2022 Anduril: Building the Future of Defense - [Business Breakdowns, EP. 59] Today, we are running a special episode of Business Breakdowns. With geopolitics playing an increasingly important role in society again, this episode with Anduril’s CEO offers an inside look at the state of the defense industry and how it is ...
05.24.2022 Tobi Lütke - Embrace the Unexpected - [Invest Like the Best, EP. 278] My guest today is Tobi Lütke, co-founder and CEO of Shopify. Having first spoken to Tobi at the beginning of the pandemic, just two months into it, this felt an opportune moment to revisit Shopify and the world through Tobi’s ...
05.17.2022 Tyler Cowen & Daniel Gross - Identifying Talent - [Invest Like the Best, EP. 277] My guests today are Tyler Cowen and Daniel Gross. Tyler is an economics professor and creator of one of the most popular economics blogs on the internet. Daniel is the founder of start-up accelerator Pioneer, having previously been a director ...
05.10.2022 Jeff Jordan - Building & Investing in Marketplaces - [Invest Like the Best, EP. 276] My guest today is Jeff Jordan, General Partner at Andreessen Horowitz. Jeff has one of the most interesting set of experiences of guests that I’ve had on the show. As an operator, he has been the General Manager of eBay.com, ...
05.03.2022 Eric Glyman - Reimagining Corporate Finance - [Invest Like the Best, EP. 275] My guest today is Eric Glyman, co-founder and CEO of Ramp. Ramp is best known for its corporate cards but it has a range of software products to help finance teams save money and time. Since its founding in 2019, ...
04.26.2022 Dmitry Balyasny - Building a Better Model - [Invest Like the Best, EP. 274] My guest today is Dmitry Balyasny. Dmitry is the Managing Partner and CIO of Balyasny Asset Management, otherwise known as BAM. BAM runs a multi-strategy, multi-PM model that aims to produce consistent absolute returns. Since its founding in 2001, it ...
04.21.2022 Henry Ward - Transforming Private Markets - [Invest Like the Best, EP. 273] My guest today is Henry Ward, co-founder and CEO of Carta. Started in 2012, Carta helps companies and investors manage their cap tables, equity plans, and ownership. Last year, they launched CartaX, a platform for private companies and their employees ...
04.12.2022 Alexandr Wang - A Primer on AI - [Invest Like the Best, EP. 272] My guest today is Alexandr Wang, the CEO and founder of Scale AI. Alexandr founded Scale in 2016, having been inspired to accelerate the development of AI through his work at Quora and his studies at MIT. Specifically, Alexandr realized ...
04.05.2022 Antonio Gracias - Pro-Entropic Investing - [Invest Like the Best, EP. 271] My guest today is Antonio Gracias, founder, CIO, and CEO of Valor Equity Partners. Antonio is perhaps best known for his role at Tesla, as the earliest institutional investor and Director from 2007 to 2021. But he has deep operating ...
03.29.2022 David Rubenstein - Life, Leadership, and LBOs - [Invest Like the Best, EP. 270] My guest today is David Rubenstein, co-founder of The Carlyle Group - one of the largest private equity firms in the world. David has worked in the White House, built a $300 billion investment institution, become a prominent philanthropist, published ...
03.22.2022 Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269] My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, and his decision to launch XN in ...
03.15.2022 Marko Papic - A Multi-Polar World - [Invest Like the Best, EP. 268] My guest today is Marko Papic, partner and chief strategist at Clocktower Group, where he leads the firm’s research on macroeconomics and markets. Marko has spent his career at the intersection of finance and geopolitics, making him a perfect person ...
03.08.2022 Garry Tan - Unwrapping the Gift - [Invest Like the Best, EP. 267] My guest today is Garry Tan, founder and managing partner of early-stage venture firm, Initialized Capital. Before starting Initialized, Garry was a partner at Y Combinator, employee number 10 at Palantir, and co-founder of YC backed blog platform Posterous. Our ...
03.01.2022 Eric Mandelblatt - Investing in the Industrial Economy - [Invest Like the Best, EP. 266] My guest today is Eric Mandelblatt, founder and CIO of Soroban Capital, a $10 billion investment firm. While many of my conversations focus on technology and emerging industries, Eric has deep roots investing in the industrial economy, which made this ...
02.24.2022 Sebastian Kanovich - Powering Emerging Markets Payments - [Founder’s Field Guide, EP. 56] My guest today is Sebastian Kanovich, CEO of payments company dLocal. Sebastian founded dLocal in 2016 to bridge the infrastructure gap between payments in developed and emerging markets. Since then, the initially bootstrapped start-up has enabled global merchants like Uber, ...
02.22.2022 Frank Slootman - Narrow the Focus, Increase the Quality - [Invest Like the Best, EP. 265] My guest today is Frank Slootman, Chairman and CEO of cloud platform Snowflake. Frank has become one of the most revered CEOs in business. Over the past twenty years, he has three times taken over emerging enterprise software businesses – ...
02.17.2022 Tim Flannery - Simplifying Fund Closing - [Founder’s Field Guide, EP. 55] My guest today is Tim Flannery, co-founder of venture fund administrator Passthrough. Passthrough is removing friction from the manual, time-consuming fundraising process by making investor onboarding as simple and automatic as possible. Their software helps investors fill out subscription documents ...
02.15.2022 Joey Levin - Building an Anti-Conglomerate - [Invest Like the Best, EP. 264] My guest today is IAC’s CEO, Joey Levin. IAC is a unique business in that it’s a holding company which builds world-class digital businesses. Since Barry Diller created IAC over two decades ago, it has produced 11 public companies, including ...
02.08.2022 Peter Chernin - Betting on Passion - [Invest Like the Best, EP. 263] My guest today is Peter Chernin, who’s had a Hall of Fame career in the entertainment business. Peter ran News Corp and Fox for fifteen years between 1996 and 2009 before co-founding The Chernin Group, which has become one of ...
02.01.2022 John Pfeffer - Adapt and Evolve - [Invest Like the Best, EP. 262] My guest today is entrepreneur and investor, John Pfeffer. John was a partner at private equity firm KKR in the 2000s, Chairman of leading French IT company Groupe Allium in the 90s, and now invests his own money through his ...
01.27.2022 Geoffrey Moore - Building Gorilla Businesses - [Invest Like the Best, EP. 261] My guest today is the renowned tech author, consultant, and venture partner at Wildcat Ventures, Geoffrey Moore. Geoffrey has spent his career focused on the dynamics surrounding disruptive innovations and his book, Crossing the Chasm, has become a canonical work ...
01.25.2022 Gavin Baker - The Cyclone Under the Surface - [Invest Like the Best, EP. 260] My guest today is past guest Gavin Baker, managing partner and CIO of Atreides Management. Gavin’s focus is on consumer and tech growth investing, which makes him the perfect person to discuss the bloodbath we’ve seen in many growth equities ...
01.20.2022 Sam Englebardt and Richard Kim - Investing in Immersive Worlds - [Invest Like the Best, EP. 259] Today, my guests are Sam Englebardt and Richard Kim, general partners at venture fund, Galaxy Interactive. Having come from the media and finance sectors, respectively, Sam and Richard joined forces in 2018 to invest in their shared thesis that immersive ...
01.18.2022 Ricky Sandler - Building an Investment Compass - [Invest Like the Best, EP. 258] My guest today is Ricky Sandler, founder of Eminence Capital. Ricky is a hedge fund veteran managing over $8bn of assets across Eminence's strategies. We cover Ricky's evolution as an active investor, why he thinks this is a stock-picker's environment, ...
12.28.2021 Orlando Bravo - The Art of Software Buyouts - [Invest Like the Best, EP. 257] My guest today is Orlando Bravo, co-founder and Managing Partner of leading private equity firm, Thoma Bravo. Thoma Bravo manages over $90bn of assets and is best known for investing in software and technology businesses. It was Orlando who led ...
12.23.2021 Nick Saltarelli - One Foot in Front of the Other - [Founder’s Field Guide, EP. 54] My guest today is Nick Saltarelli, co-founder of the functional chocolate bar business, Mid-Day Squares. Nick started the company with his wife and brother-in-law a few years ago to build on a simple idea: if the big chocolate bar brands ...
12.21.2021 Jenny Johnson - Seven Decades of Investing Expertise - [Invest Like the Best, EP. 256] My guest today is Jenny Johnson, President and CEO of one of the world’s largest asset managers, Franklin Templeton. Jenny joined the business in 1988 and has worked in the organization ever since. In early 2020 she became CEO of ...
12.14.2021 Doug Colkitt - The Evolution of Markets - [Invest Like the Best, EP. 255] My guest today is Doug Colkitt. Doug has spent his career searching for and trading inefficient markets, first at Citadel’s high-frequency trading group, then for himself, and then as an operator building CrocSwap - a decentralized exchange or DEX designed ...
12.07.2021 Bill Gurley and Philip Rosedale - Back to the Future - [Invest Like the Best, EP. 254] My guests today are Philip Rosedale and Bill Gurley. Philip created Second Life in the early 2000s and helped build it into the largest virtual 3D world ever created at the time. Frequent listeners will recognize Bill, who was an ...
11.30.2021 Francis Davidson - Design-led Hospitality - [Invest Like the Best, EP.253] My guest today is Francis Davidson, founder and CEO of the hospitality brand Sonder. Francis launched Sonder in 2013 as an alternative to traditional hotels and rentals with a specific focus on technology and design. During our conversation, we discuss ...
11.23.2021 Niraj Shah - Developing Every Skill - [Invest Like the Best, EP. 252] My guest today is Niraj Shah, the CEO and co-founder of Wayfair. Wayfair started life in 2002 as a collection of independent websites selling category-specific home furniture but became a one-stop-shop for the home category in 2011 when, at $500 ...

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