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Invest Like the Best with Patrick O'Shaughnessy

Latest episodes

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Oct 10, 2023 • 1h 15min

Strauss Zelnick - Playing to Your Strengths - [Invest Like the Best, EP.347]

Strauss Zelnick, CEO of Take-Two Interactive, discusses staying on the cutting edge of media development, unlocking talent in others, becoming a strong leader, and their involvement with a troubled company. They also share their personal fitness journey, the role of boldness in leadership, approaching technology shifts, misconceptions about the company, and the video game production process.
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Oct 3, 2023 • 1h 58min

Rick Buhrman & Paul Buser - Find Your X, Nurture Your N - [Invest Like the Best, EP.346]

Guests Rick Buhrman and Paul Buser, former managers of Notre Dame's Endowment, discuss transitioning to their permanent capital vehicle Sator Grove. They highlight the joys of compounding, their Art of Investing class at Notre Dame, and bringing world-class investors to talk about their experiences. They also mention their upcoming Colossus Podcast, covering topics on compounding.
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Sep 26, 2023 • 1h 20min

Jack Altman & Miles Grimshaw - Building and Investing in Lattice - [Invest Like the Best, EP.345]

Jack Altman, co-founder and CEO of Lattice, and Miles Grimshaw, General Partner at Benchmark, discuss building and scaling a software business, the importance of customer interactions, building a thriving community with Slack, selling enterprise SaaS products, the changing dynamics of the employer-employee relationship, and the impact of empathy and identifying professional values.
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Sep 19, 2023 • 1h 6min

Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]

Michael Simanovsky, Managing Partner of Conversant Capital, discusses the most undersupplied part of the market and building Conversant to be flexible. They also delve into the surprising appeal of billboards and explore opportunities in the senior living industry, single-family rental market, marinas, cold storage, and data centers. They conclude by discussing key questions for assessing real estate investors and sharing personal stories of admiration for a coach and a mentor's kindness.
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Sep 12, 2023 • 1h 24min

David Senra - In Service of Founders - [Invest Like the Best, EP.343]

My guest today is David Senra, the creator and host of Founders Podcast. With an incredible appetite for biographies, David has delved into the lives of over three hundred entrepreneurs, extracting invaluable wisdom that he shares with his audience each week. Throughout the conversation, we discuss David’s love of podcasts, and what can be gained from studying the lives of not just entrepreneurs, but of athletes and film directors alike. I hope you enjoy this conversation with David Senra.Listen to Founders PodcastJoin Colossus live in NYC with Patrick O’Shaughnessy and David Senra on Oct. 19.Our first interview with David, Episode 292: Passion & PainFor the full show notes, transcript, and links to mentioned content, check out the episode page here.-----This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors. Tired of running your own expert calls to get up to speed on a company? Tegus lets you ramp faster and find answers to critical questions more efficiently than any alternative method. The gold standard for research, the Tegus platform delivers unmatched access to timely, qualitative insights through the largest and most differentiated expert call transcript database. With over 60,000 transcripts spanning 22,000 public and private companies, investors can accelerate their fundamental research process by discovering highly differentiated and reliable insights that can’t be found anywhere else in the market. As a listener, drive your next investment thesis forward with Tegus for free at tegus.co/patrick.-----Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.Follow us on Twitter: @patrick_oshag | @JoinColossusShow Notes(00:02:43) - (First question) - David's journey so far(00:05:13) - Why there are no negative surprises linked to his work(00:07:13) - Being bullish on podcasts(00:13:27) - The importance of storytelling to the entrepreneurial journey (00:17:43) - The impulse of entrepreneurs who are world-builders (00:23:03) - The universal trait of successful entrepreneurs (00:27:43) - What David has learned from filmmakers (00:31:23) - The dark side of the Type-A personality(00:35:13) - What he has learned from athletes(00:42:27) - The effects of early childhood on success(00:43:48) - Insights gained from conquerors (00:49:33) - Ranking the importance he places on power, wealth, and fame(00:56:13) - The possibility of episodes on spiritual figures(01:02:17) - How Henry Ford created something bigger than himself(01:05:43) - His thoughts on ‘high agency’ people(01:11:57) - Why David is not afraid to talk about anything publicly(01:16:27) - His favorite line from Game of Thrones
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Sep 5, 2023 • 1h 20min

Will England - A Primer on Multi-Strategy Hedge Funds - [Invest Like the Best, EP.342]

Will England, CEO and Co-CIO of Walleye Capital, discusses multi-strategy hedge funds, their operational complexity, and managers best suited for this investment style. They delve into stress events like the Gamestop short squeeze, performance culture, the All Blacks, and Will's experience as a US National Team rower.
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Aug 29, 2023 • 1h 14min

James Cameron - The Futurist - [Founders, Forever Episode]

James Cameron, the renowned director, is the guest on this episode. Topics include Cameron's groundbreaking dive to the deepest part of the ocean, his role in revolutionizing action movies, his fascination with space exploration, his refusal to conform to expectations, and his early struggles in the film industry. The discussion also covers Cameron's love for water and his partnership with Arnold Schwarzenegger. Exciting glimpse into the life and work of James Cameron.
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Aug 22, 2023 • 1h 37min

Lee Ainslie - Hedge Fund Maverick - [Invest Like the Best, EP. 341]

Lee Ainslie, Founder of Maverick Capital, shares insights on building an enduring investment business, psychological aspects of investing, and his perspective on the market. Topics include gratitude for career opportunities, importance of ethics in hiring, struggles of building a portfolio, positioning for success in the investment industry, role of money in motivation, dream dinner conversation with Warren Buffet and Jim Simons, and the significance of teamwork and kindness in the investment industry.
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Aug 15, 2023 • 1h 17min

Nick Kokonas - Know What You Are Selling – [Founder’s Field Guide, Forever Episode]

Nick Kokonas, co-founder of 3 top restaurants and Tock, discusses the business mindset in the restaurant industry. Topics include reinvesting in the customer experience, tackling inefficiencies, cultural aspects of restaurants, prepaying vendors, and Microsoft's support for startups.
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Aug 8, 2023 • 1h 6min

Des Traynor - Real Talk about AI and Software - [Invest Like the Best, EP.340]

Des Traynor, co-founder of Intercom, talks about the impact of AI on customer support, comparing providers in the software industry, cost comparison of AI-led support vs human-led support, automating customer support using AI agents, challenges of integrating AI into organizations, changing landscape of startups, controversial opinions on startups and investments, and a life-changing gift that sparked a career in programming.

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