Invest Like the Best with Patrick O'Shaughnessy
von Colossus | Investing & Business Podcasts
- #114 +26Wirtschaft
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- 1 h 12typische Länge
- vor 5 Tagenletzte Folge
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Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]
My guest today is Dylan Patel (https://www.linkedin.com/in/dylanpatelsa/). Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—l
Rolex: Timeless Excellence - (Invest Like the Best, CLASSICS)
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. This Business Breakdowns on Rolex is a long-time stand out. The founder an
Barry Diller - Building An Entertainment Empire - [Invest Like the Best, EP.441]
My guest today is Barry Diller. Barry is the former CEO of Paramount Pictures, Fox Broadcasting, and the founder of IAC. He has been at the center of every major media transformation over the past five decades, from creating the Movie of th
Jeff Horing - Building Insight Partners - [Invest Like the Best, EP.440]
My guest today is Jeff Horing (https://www.insightpartners.com/team/jeff-horing/). Jeff cofounded Insight Partners and has been the Managing Director since 1995. This is one of Jeff’s first public conversations about building one of the wor
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]
Today, we are replaying one of my favorite conversations with Sam Hinkie. Sam worked for more than a decade in the NBA with the Houston Rockets and then as the President and GM of the Philadelphia 76ers. And now, after years of personal inv
Sean Feeney - Reinventing the Restaurant Business - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Sean Feeney makes you want to be a better person, friend, and leader. Sean
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]
Today we are replaying my conversation with Justin Ishbia (https://www.forbes.com/profile/justin-ishbia/?sh=5fb9f9d8781a). Justin is the Founding Partner of Shore Capital. Shore is a private equity firm that invests in microcap businesses w
Joe Liemandt - Building Alpha School, and The Future of Education - [Invest Like the Best, EP.439]
My guest today is Joe Liemandt (https://x.com/jliemandt). Joe is the Principal at Alpha School and the founder of Triliogy Software and ESW Capital. He became the youngest member of the Forbes 400 in the 1990s before vanishing from public v
Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]
My guest today is Mark Bertolini (https://www.linkedin.com/in/markbertolini/). Mark is the former CEO of Aetna and the current CEO of Oscar Health. He shares one of the most extraordinary leadership stories I've encountered—surviving a cata
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]
My guest today is Peter Lacaillade (https://www.linkedin.com/in/peter-lacaillade-b9aa654/). Peter is the Chief Investment Officer for Private Investments at SCS Financial and has built a notable private equity allocation platform within the
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]
My guest today is Andrew Milgram (https://www.linkedin.com/in/andrew-milgram-23448/). Andrew is the founder of Marblegate Asset Management, an alternative investment firm that invests in credit opportunities and special situations. He joins
Ramtin Naimi - Building Abstract - [Invest Like the Best, EP.435]
My guest today is Ramtin Naimi (https://x.com/ramtinnaimi). Ramtin is the founder of Abstract Ventures, one of the most talked-about seed funds in Silicon Valley. What makes Ramtin's story so compelling isn't just his firm's remarkable trac
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Brad Jacob's simple principle of "think big, move fast" is one I think abo
Zach Dell - Powering the Future - [Invest Like the Best, EP.434]
My guest today is Zach Dell (https://www.linkedin.com/in/zach-dell-a631a554/). Zach is the co-founder and CEO of Base Power Company. Base is a modern power company building a reliable and affordable home energy service powered by distribute
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]
My guest today is Alan Waxman (https://sixthstreet.com/growth/team/alan-waxman/). Alan is the co-founder and CEO of Sixth Street, one of the most unique investment firms with a "go anywhere, do anything" mandate across asset classes, geogra
Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]
My guest today is Caryn Seidman-Becker (https://www.linkedin.com/in/carynseidmanbecker/). Caryn is the Chairman and CEO of Clear. She bought the company out of bankruptcy for $6 million in 2010 and built it into the identity platform millio
Jens Grede - Building SKIMS - [Invest Like the Best, EP.431]
My guest today is Jens Grede (http://linkedin.com/in/jens-grede-833431b7). Jens is the co-founder and CEO of Skims, the shapewear and clothing brand he co-founded with his wife Emma Grede and Kim Kardashian. Our conversation left my head sp
Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Charlie Songhurst (https://www.linkedin.com/in/charlessonghurst/) is a bri
The Chainsmokers - Music & Markets - [Invest Like the Best, EP.430]
My guests today are Alex Pall (https://x.com/TheChainsmokers) and Drew Taggart (https://x.com/TheChainsmokers), who you might know as The Chainsmokers. We explore their fascinating evolution from scrappy DJs to global superstars to serious
Jay Hoag - Keys to Successful Growth Investing - [Invest Like the Best, EP.429]
My guest today is Jay Hoag (https://www.tcv.com/team/jay-hoag). Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, an
Dinakar Singh - A Father’s Call To Action - [Invest Like the Best, EP.428]
My guest today is Dinakar Singh (https://www.linkedin.com/in/dinakar-singh-4b51301b8/). Dinakar is the founder and CEO of Axon, the family office successor to TPG-Axon, which was a successful global long-short hedge fund. We wanted to share
Bill Gurley - The Gift and The Curse of Staying Private - [Invest Like the Best, EP.427]
My guest today is Bill Gurley (https://en.wikipedia.org/wiki/Bill_Gurley). Bill was the general partner at Benchmark Capital. He joins me for his sixth time on Invest Like the Best with his most comprehensive market analysis yet, examining
Asurion: 50X Season Two - (50X, S2)
Today, we are dropping a special episode in the Invest Like the Best Feed. 50X is back, a fan favorite series from Will Thorndike and the team at Compounding Labs. Will's book, "The Outsiders, (https://a.co/d/5fbLhWK)" is one of the best bu
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
My guest today is John Zito (https://www.apollo.com/aboutus/leadership-and-people/john-zito). John is the Co-President of Apollo Global Management. He shares how they've quietly built one of the most important financial institutions of our
Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. In the midst of her transition to OpenAI, we are spotlighting the force th
Graham Weaver - Building Alpine - [Invest Like the Best, EP.425]
My guest today is Graham Weaver (https://www.grahamweaver.com/). My guest today is Graham Weaver. Graham is the founder of Alpine Investors, a large private equity firm targeting an interesting market inefficiency. Alpine focuses on the tho
Gustav Söderström - How Spotify Thinks - [Invest Like the Best, EP.424]
My guest today is Gustav Söderström (https://www.linkedin.com/in/gustavsoderstrom/?originalSubdomain=se). Gustav is the Co-President, Chief Product Officer & Chief Technology Officer at Spotify. Gustav lets us behind the scenes on how Spoti
Royce Yudkoff & Rick Ruback - Entrepreneurship Through Acquisition - [Invest Like the Best, EP.423]
My guests today are Rick Ruback (https://www.hbs.edu/faculty/Pages/profile.aspx?facId=6543) and Royce Yudkoff (https://www.hbs.edu/faculty/Pages/profile.aspx?facId=589675). Rick and Royce are Harvard Business School professors who teach the
David Senra - The Focused Few - [Invest Like the Best, EP.422]
My guest today is David Senra (https://x.com/FoundersPodcast). David is the host of Founders podcast and a dear friend. This is our third time doing Invest Like the Best together and we have conversations like this one all the time. In toda
Cliff Sosin - Investing in Carvana - [Invest Like the Best, EP.421]
My guest today is Cliff Sosin (https://x.com/CliffordSosin). Cliff is the founder of CAS Investment Partners, a fund he started with $5 million in 2012 and has grown to $1.7 billion as of the last reported numbers at the end of 2024. At the
