
Invest Like the Best with Patrick O'Shaughnessy
By Colossus | Investing & Business Podcasts
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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Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, CLASSICS]
Fidji Simo discusses how Instacart leverages AI, data infrastructure, and platform strategies to transform grocery shopping and build industry-wide digital solutions.
AI integrationdigital transformationgrocery ecosystemplatform strategydata infrastructuregenerative AIconsumer product innovationindustry-wide SaaS solutionshealth food prescriptionscontent personalizationAI-native businessretail media networksscale economiescustomer loyaltyleadership philosophy - 1:31:49
Graham Weaver - Building Alpine - [Invest Like the Best, EP.425]
Graham Weaver discusses Alpine's innovative private equity approach focused on young CEOs, talent development, and long-term value creation, emphasizing patience, leadership, and strategic talent investment.
private equity talent developmentyoung CEOsAlpine InvestorsMOIC targetCEO training programlong-term value creationplatform buildingwinnable gamestalent incentivesprivate equity market dynamicsimagination and strategic thinkingentrepreneurial leadershipinvestment asymmetrypersonal growth and couragelong-term patience - 1:25:26
Gustav Söderström - How Spotify Thinks - [Invest Like the Best, EP.424]
Gustav Söderström discusses Spotify's strategic approach to AI integration, product innovation, business model evolution, and the company's long-term vision for multimedia and audio platforms.
AI integrationproduct innovationbets board processmultimedia platformgenerative AIbusiness model evolutionexplanations and reasoningmusic industry relationshiplong-term strategytechnology adoptioncontent bundlinguser experiencescaling AIorganizational structuredisruption management - 1:09:28
Asurion: The Early Days (‘95-‘01) with Kevin Taweel - [50X, S2 EP.1]
This episode explores the origins, growth, and strategic decisions behind Asurion, a high-growth tech care company, through the insights of co-founder Kevin Taweel and the host Will Thorndike.
Asurionlong-term value creationvertical integrationhandset insurancesearch fundcapital allocationorganic growthM&A strategywireless industrycost vigilancerefurbishment operationsstrategic focusprivate equityrevenue growthcash flow management - 1:29:41
Royce Yudkoff & Rick Ruback - Entrepreneurship Through Acquisition - [Invest Like the Best, EP.423]
This episode explores the evolution of entrepreneurship through acquisition, the criteria for successful small business buying, and the practical lessons from Harvard professors Royce Yudkoff and Rick Ruback.
entrepreneurship through acquisitionsearch fund ecosystemfunded vs self-funded searchesrecurring revenuebusiness valuation multiplessmall business acquisition criteriaSBA loan programmanagement talentpattern recognitioncapital allocationdeal flowoutlier returnsbusiness lifecyclemarket fragmentationdemographic shifts - 1:22:30
David Senra - The Focused Few - [Invest Like the Best, EP.422]
This episode explores the power of focus, long-term commitment, craftsmanship, and obsession in building exceptional businesses and personal missions, highlighting entrepreneurs like Todd Graves, James Dyson, and Steve Jobs.
long-term commitmentcraftsmanshipfocusobsessionentrepreneur biographiessimplicity in businessfounder mentalitydurabilityproduct excellencemission-driven entrepreneurshipanti-businessbuilding for decadesentrepreneurial obsessioncraftsmanship in productsbusiness durability - 2:02:15
Cliff Sosin - Investing in Carvana - [Invest Like the Best, EP.421]
Cliff Sosin shares a comprehensive and candid account of his investment in Carvana, detailing the business model, operational challenges, market dynamics, management insights, and lessons learned from a near-decade-long volatile journey.
Carvanalogistics networkeconomies of scopetrust and brand loyaltymarket turbulenceoperational challengesauto credit spreadsearly adoptersdemand pulldebt restructuringmanagement evaluationmarket sharebusiness moatsAI tools in investingmarket dynamics - 1:26:41
Cyan Banister - Investing for a Higher Purpose - [Invest Like the Best, CLASSICS]
Cyan Banister shares her remarkable journey from adversity to investing in transformative companies like SpaceX and Uber, emphasizing intuition, curiosity, spirituality, and the importance of aligning investments with higher purpose.
angel investingSpaceXUbercuriosityintuitionspiritualityadversitycontrarian thinkingfounders' resiliencecapitalismdisruption in Hollywoodartistry and AIinvesting principleshigher purposepersonal growth - 1:34:20
Matt Huang - Investing At The Frontier - [Invest Like the Best, EP.420]
Matt Huang discusses his journey through tech startups, crypto investing, the evolution of Paradigm, and the importance of crypto for economic freedom and innovation.
crypto frontierBitcoin as moneylegibility and illegibilitycrypto regulationstablecoinsAI and crypto intersectionparadigm investment strategyByteDance investmentcrypto speculationdecentralized financeeconomic freedomcrypto infrastructurecrypto as internet platformcrypto volatilitylong-term technological impact - 1:36:04
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]
In this episode, Patrick O'Shaughnessy interviews Neil Mehta about his investment philosophy, the success of Greenoaks Capital, and the importance of identifying exceptional founders and companies.
Neil MehtaGreenoaks CapitalCoupangCarvanainvestment philosophyjaw-dropping customer experiencesfounder evaluationventure capital strategymarket dynamicslong-term perspectiveeconomic downturnsentrepreneurial spiritbusiness craftsmanshipYuri MilnerHenry Kravis