Invest Like the Best with Patrick O'Shaughnessy
Colossus
Explore the world of investing through 'Invest Like the Best with Patrick O'Shaughnessy,' a captivating podcast presented by Colossus. This series delves into the strategies, tools, and philosophies of some of the most insightful investors and thinkers today. Each episode serves as a deep dive into how these individuals excel in various fields, from real estate to stocks and beyond. Patrick O'Shaughnessy, with his insightful questioning and deep knowledge of financial markets, unpacks complex ideas to make them accessible to everyone, whether you're a seasoned investor or just starting out. Join a diverse audience tuning in to learn about value creation, sustainable investing, and technological innovations shaping the future of finance. The podcast not only offers a platform for learning but also inspires listeners to think differently about their investment strategies. With guests ranging from hedge fund managers to entrepreneurs, the discussions are rich with experiences and lessons that transcend traditional investing advice.
Episodes
Dev Ittycheria - The Database Evolution - [Invest Like the Best, EP.373]
Dev Ittycheria, CEO of MongoDB, shares his journey and insights on navigating technology shifts, particularly AI. The conversation covers MongoDB's strategies, lessons from past transitions (Internet, cloud/mobile), and future AI impacts. Ittycheria emphasizes AI's potential to revolutionize application development, comparing early AI applications to transformative platforms like the iPhone App Store. He also delves into MongoDB's flexible, scalable platform and its significance in supporting startups and enterprises through tech transitions, stressing the importance of adapting and innovating continuously.
Nico Wittenborn - Finding the Adjacent Possible - [Invest Like the Best, EP.372]
In this enlightening episode of "Invest Like the Best," host Patrick O'Shaughnessy converses with Nico Wittenborn, the founder of Adjacent, a venture firm that focuses on investments in the consumer subscription space. Wittenborn shares his journey and the lessons learned from his investment career, emphasizing the importance of intuition in decision-making and the strategy of exploring adjacent possibilities for investment. The discussion revolves around the idea of investing in opportunities that become feasible due to current circumstances, rather than far-flung innovations, and how these opportunities can transform into substantial business ventures.
Mitch Rales: The Art of Compounding - [Art of Investing, Forever Episode]
Mitch Rales shares his profound insights on building sustainable business success through the art of compounding investments and continual improvement. The discussion delves into his personal journey with Danaher, revealing how strategic patience and a commitment to innovation have fueled its growth. The episode also touches on his philanthropic efforts through Glenstone, illustrating how his business principles shape his approach to giving. Key topics include the importance of learning agility, benchmarking, and fostering a culture of operational excellence, all within the framework of long-term thinking.
Marc Lasry - Making Bucks in Credit and Sports - [Invest Like the Best, EP.371]
Marc Lasry, CEO of Avenue Capital Group and former owner of the Milwaukee Bucks, discusses his multifaceted career on the "Invest Like the Best" podcast. Lasry shares insights from his journey in distressed debt investing and his ventures into sports, illustrating the evolution and opportunities within each sector. The episode touches on Lasry's personal anecdotes, including his experiences with high-profile figures and pivotal career moments that shaped his investment philosophy. Lasry also explores the broader implications of sports as an investment, emphasizing its unifying power and potential for substantial financial returns.
Bill Gurley & Michael Mauboussin - Putting Theory into Practice - [Invest Like the Best, EP.370]
In an insightful discussion on "Invest Like the Best", host Patrick O'Shaughnessy converses with Bill Gurley and Michael Mauboussin, two seasoned experts in investment theory and practice. They explore various topics including the nuances of market dynamics, the impact of regulatory environments, and the rapid advancements in AI and technology. The conversation provides a deep dive into how theoretical insights can be effectively applied in practical investment scenarios, offering a blend of strategic wisdom and actionable knowledge.
Tim Ferriss - Curating Curiosities - [Invest Like the Best, EP.369]
In this engaging episode of "Invest Like the Best," host Patrick O'Shaughnessy converses with Tim Ferriss, a renowned writer, podcaster, and investor. Ferriss shares his journey from experimenting with podcasting to reaching over a billion downloads. They discuss the evolution of his podcast, the interplay between his creative endeavors and business operations, and his motivations behind continuing to educate and inspire through his work. The conversation provides a deep dive into Ferriss's techniques for interviewing, his thoughts on crafting a life of meaning, and his strategies for personal and professional development.
Ken Langone - The American Dream - [Invest Like the Best, EP.368]
In this episode, host Patrick O'Shaughnessy interviews Ken Langone, highlighting his journey from a working-class background to co-founding one of the largest retailers in the world, Home Depot. Langone shares insights from his extensive career, emphasizing the importance of integrity, loyalty, and keeping one's word in both personal and professional realms. He recounts pivotal moments, such as his role in taking Ross Perot's company public, which marked a significant early success in his career. Additionally, Langone discusses the upsides of maintaining a service-oriented business model and how Home Depot prioritizes its employees to ensure customer satisfaction. The conversation also touches on broader themes like the impact of capitalism on society and the qualities essential for leadership and entrepreneurial success.