Invest Like the Best with Patrick O'Shaughnessy cover image

Invest Like the Best with Patrick O'Shaughnessy

Latest episodes

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Dec 19, 2023 • 1h 13min

Justin Ishbia - Lessons from Acquiring 586 Companies - [Invest Like the Best, EP.357]

Justin Ishbia, Founding Partner of Shore Capital, discusses building a successful system in asset management, investing in the industrial sub-sectors of healthcare, the benefits of levered rollups, the importance of negotiation and trust-building, innovation stacking and expanding into real estate, and factors that drive demand in the buying environment.
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Dec 12, 2023 • 1h 24min

Gavin Uberti - Real-Time AI & The Future of AI Hardware - [Invest Like the Best, EP.356]

21-year-old Gavin Uberti, founder of Etched, discusses the revolution in artificial intelligence and the potential of purpose-built chips. He envisions reducing latency and costs for models like GPT4. The podcast explores hardware specialization for Bitcoin mining and the future of transformers. It delves into the evolution of AI models, infrastructure challenges, and the importance of data. The value of proprietary data in specialized AI models is explored, along with predictions for the future of AI hardware. A touching story of kindness and mentorship is also shared.
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Dec 5, 2023 • 1h 40min

A Conversation with Charlie Munger & John Collison - [Invest Like the Best, EP.355]

Charlie Munger, famed investor and business partner of Warren Buffett, and John Collison, co-founder of Stripe, engage in an enlightening conversation covering topics such as multi-disciplinary thinking, investment strategies, gold vs. cryptocurrency, societal implications, the beauty of capitalism, merging entities, unethical behavior in the financial industry, Berkshire's anti-bureaucracy culture, managing cash and share issuance, and making logical decisions. The podcast offers valuable insights from two successful individuals in the world of business and investing.
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Nov 28, 2023 • 1h 29min

Peter Fenton & Victor Lazarte - Purpose and Partnership - [Invest Like the Best, EP.354]

Peter Fenton and Victor Lazarte, General Partners at Benchmark Capital, discuss great entrepreneurs' core motivators and Benchmark's unique operating philosophy. They delve into the challenges of transitioning from builder to investor and the benefits of evaluating founders without preconceived frameworks. The importance of mental well-being, building profitable businesses in the consumer market, and purpose-driven partnerships are also explored. Additionally, they explore the potential of LLM platforms and reflect on the lessons learned from a hardworking mother.
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Nov 21, 2023 • 1h 3min

Lior Susan - Leave the World Better than You Found It - [Invest Like the Best, EP.353]

Lior Susan, founder of Eclipse Ventures, discusses his perspective on the terror attacks and the path forward. The speaker emphasizes the importance of blending technology and the physical world to advance old industries and leave the world better than they found it. They explore the possibility of fostering partnerships for peace and the role of technology in challenging radical mindsets. The chapter also highlights the impact of technology on various sectors, such as energy, manufacturing, aerospace, and defense.
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Nov 14, 2023 • 1h 25min

Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, EP.352]

Brad Jacobs, Founder of seven billion-dollar or multibillion-dollar businesses and Executive Chairman of XPO, discusses strategies for building billion-dollar businesses, managing relationships with capital markets, capitalizing on a short seller report, and the importance of audacity, discipline, and balance in achieving success. The conversation also explores the notion of the singularity and the future of human evolution, implementing technology improvements, and being open as a CEO.
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Nov 7, 2023 • 1h 11min

Elizabeth Zalman & Jerry Neumann - Founder vs Investor - [Invest Like the Best, EP.351]

Elizabeth Zalman and Jerry Neumann, co-authors of 'Founder vs Investor', discuss the friction and challenges between founders and investors in the startup ecosystem. They explore topics such as the role of the board of directors, dynamics between founders and investors, and negotiating investment terms. They also touch on the importance of mental health in entrepreneurship and share personal reflections.
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Oct 31, 2023 • 1h 15min

Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, EP.350]

Palmer Luckey, founder of Defense company Anduril Industries, discusses disrupting the Defense industry. They explore innovative military technologies and the potential of synthetic fuels. They also touch on exploring past ideas for energy solutions, the importance of clarity of purpose, building technology for defense, and the broken aspects of national security. They discuss Apple's vision for VR and the impact of acts of kindness on success.
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Oct 24, 2023 • 1h 21min

Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349]

Aswath Damodaran, Professor of Finance at NYU's Stern School of Business and the Dean of Valuation, discusses a wide range of topics including adjusting cost of capital, cash management, valuing non-traditional assets like sports franchises, and the changing perspective on financial infrastructure.
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Oct 17, 2023 • 1h 19min

Patrick Collison & John Collison - A Business State of Mind - [Invest Like the Best, EP.348]

Patrick and John Collison, co-founders of Stripe, discuss the strategy and culture that attracts ambition, their progress in increasing the GDP of the internet, studying old companies for insights, the challenges ahead for Stripe in expanding their payment services, and reflecting on kindness and gratitude.

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