Invest Like the Best with Patrick O'Shaughnessy

Colossus | Investing & Business Podcasts

  • 1 hour 9 minutes
    Dev Ittycheria - The Database Evolution - [Invest Like the Best, EP.373]

    My guest today is Dev Ittycheria. Dev is the CEO of MongoDB, the developer data platform with tens of thousands of customers in 100 different countries. He joined the company as CEO in 2014, taking it public in 2017, and is now approaching a decade of leading MongoDB to become a go-to choice for the most sophisticated organizations around the world. We discuss Dev’s philosophy for constructing an exceptional enterprise sales organization, why he feels a leader must be incredibly judgemental to drive excellence, and how he plans to guide MongoDB through another technological transition. Please enjoy this conversation with Dev Ittycheria.


    Listen to Founders Podcast

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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    This episode is brought to you by Tegus, the only investment research platform built for the investor. With traditional research vendors, the diligence process is slow, fragmented, and expensive. That leaves investors competing on how well they can aggregate data — not on their unique ability to analyze insights and make great investment decisions. Tegus offers an end-to-end platform with all the data you need to get up to speed on a company or market: up-to-the-minute financials, customizable models, management and culture checks, and, of course, our vast and growing library of expert call transcripts. Tegus is changing the world of expert research. Learn more and get your free trial at tegus.com/patrick.

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    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 | @JoinColossus

    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

    Show Notes:

    (00:00:00) Welcome to Invest Like the Best

    (00:03:39) A CEO's Perspective Of The AI Revolution

    (00:05:50) The Evolution of Apps From Trivial to Transformative

    (00:08:12) MongoDB's Journey From Startup to AI Era

    (00:10:03) Building a Modern Database Company: MongoDB's Story

    (00:13:19) The Long-Term Vision for MongoDB 

    (00:15:51) Dev’s Formative Experiences as a Tech CEO

    (00:19:18) The Art of Enterprise Sales

    (00:25:28) The Development of Dev as a Leader

    (00:29:01) Getting the Most Out of Your Talent

    (00:33:17) Managing a Multi-Product, Multi-Channel Enterprise

    (00:37:29) Dev’s Recruiting Philosophy

    (00:43:12) The Role of Leadership and Mentorship in Career Growth

    (00:46:08) Dev’s Deepest Worry With MongoDB

    (00:49:35) Personal Investment Philosophy and Identifying Potential

    (00:53:52) The Art of Leadership: Accountability and Development

    (00:57:50) Learning from Legends: Andy Grove's Management Insights

    (01:02:54) The Power in MongoDB’s Business

    (01:06:13) Up Next for Dev and MongoDB

    (01:08:34) The Kindest Thing Anyone Has Ever Done For Dev

    14 May 2024, 8:00 am
  • 1 hour 22 minutes
    Nico Wittenborn - Finding the Adjacent Possible - [Invest Like the Best, EP.372]

    My guest today is Nico Wittenborn. Nico is the founder of Adjacent, a venture firm that looks for what he describes as the “adjacent possible” for their next investment. Nico has zoned in on the consumer subscription market as his ideal candidate, making early investments in Calm App, Photoroom, and Oura Ring. Nico does virtually all steps of the investing process on his own as he believes this allows him to be as close to finding the truth as possible. We discuss sharpening your intuition, evaluating the subscription business model, and exploring the adjacent possible. Please enjoy this conversation with Nico Wittenborn. 



    Listen to Founders Podcast

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----

    This episode is brought to you by Tegus, the only investment research platform built for the investor. With traditional research vendors, the diligence process is slow, fragmented, and expensive. That leaves investors competing on how well they can aggregate data — not on their unique ability to analyze insights and make great investment decisions. Tegus offers an end-to-end platform with all the data you need to get up to speed on a company or market: up-to-the-minute financials, customizable models, management and culture checks, and, of course, our vast and growing library of expert call transcripts. Tegus is changing the world of expert research. Learn more and get your free trial at tegus.com/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 | @JoinColossus

    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


    Show Notes:

    (00:00:00) Welcome to Invest Like the Best

    (00:03:30) Intuition in Investment Decisions

    (00:05:08) The Philosophy of Adjacency in Venture Capital

    (00:12:51) Exploring Consumer Subscription Models

    (00:18:16) Common Mistakes In Subscription Pricing

    (00:22:41) Errors in Product Roll-Out Strategy

    (00:28:50) The Sucess of BirdBuddy

    (00:33:45) What It Means To Be a Great Product

    (00:38:21) Solo Investing vs. Being Part of a Big Firm

    (00:43:12) Building On Your Own Experience As a Founder

    (00:44:49) The Rise of Individual Investors and Their Impact

    (00:50:52) The Strategic Advantage of Staying Small in Venture Capital

    (00:52:02) Deep Dive into Founder Questions and Consumer Subscription Insights

    (00:54:09) Leveraging AI and Technological Advances for Growth

    (00:59:13) Exploring Future Investments and Market Opportunities

    (01:05:13) Areas to Explore On The Value Curve For Consumer Subscription 

    (01:12:32) Advice For Those Interest In Nico’s Path 

    (01:20:10) The Kindest Thing Anyone Has Ever Done for Nico

    7 May 2024, 8:00 am
  • 2 hours 6 minutes
    Mitch Rales: The Art of Compounding - [Art of Investing, Forever Episode]

    We are excited to share a great conversation with Mitch Rales, the co-founder of Danaher and one of the living legends in the world of business and investing. Consider that Danaher has annualized at over 21% for four decades, resulting in an 1800-times multiple on invested capital! This is Mitch's first long-form interview of any kind, and he covers his entire history and business philosophy. Interviewing Mitch are Paul Buser and Rick Buhrman, who host the Art of Investing podcast on the Colossus network. Please enjoy this comprehensive discussion with Mitch Rales.


    Listen to more Art of Investing.


    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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    This episode is brought to you by Passthrough. If you've ever filled out a subscription document to invest in a fund or worked with LPs to fill out their docs to invest in your fund, you know what a nightmare this exercise can be. Passthrough finally solves this problem. They configure custom workflows for your electronic subscription agreements and KYC & AML requirements to shrink the time for your investors to complete their sub docs. It's the best way to manage a critical part of your relationship with your LPs and is simply a drastically better experience for both investing firms and LPs alike. To learn more, go to passthrough.com.

    This episode is brought to you by Tegus, the only investment research platform built for fundamental investors. Whether you’re trying to get up to speed on a new market or keep tabs on a portfolio company, Tegus is the end-to-end investment research platform you need. With Tegus, you can quickly understand a company's business model, drivers, benchmarks, and management quality. To monitor an entire market, download our pre-built financial models — or update your own with the latest data using Tegus’ new Excel Add-In. Tegus gives you all of this and more, all bundled into a single software license. Find out why 95% of the top 20 global private equity firms are Tegus customers. Learn more and get your free trial at tegus.com/patrick.

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    Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit joincolossus.com/episodes

    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


    Show Notes

    (00:00:00) - Welcome to The Art of Investing

    (00:05:32) - The Philosophy Behind Glenstone's Creation

    (00:12:57) - Benchmarking and Continuous Improvement: Lessons from Danaher and Glenstone

    (00:21:22) - The Influence of Mitch’s Father and Upbringing

    (00:28:43) - Transforming Danaher During The George Sherman

    (00:30:39) - Embracing Long-Term Vision and Patience

    (00:36:47) - The Role of Leadership in Navigating Change

    (00:42:21) - Danaher's Evolutionary Journey: From 1.0 to 4.0

    (00:56:37) - Building a Culture of Internal Growth and External Innovation

    (00:58:42) - The Art of Successful Acquisitions and Integration Strategies

    (01:03:03) - Seeking Leadership Qualities and Business Traits for Long-Term Success

    (01:06:14) - The Journey from Personal Experience to Philanthropy

    (01:13:10) - Investment Philosophy: Concentration vs. Diversification

    (01:29:46) - Operational Expertise as a Catalyst for Company Growth

    (01:34:17) - Identifying and Supporting Talent in Business

    (01:43:02) - The Impact of Secular Trends on Long-Term Investments

    (01:49:53) - Revitalizing the Washington Commanders

    (01:57:36) - Engaging with Fans and Building a Winning Culture

    (02:05:16) - The Importance of Long-Term Vision

    2 May 2024, 8:00 am
  • 1 hour 7 minutes
    Marc Lasry - Making Bucks in Credit and Sports - [Invest Like the Best, EP.371]

    My guest this week is Marc Lasry. Marc is a pioneer of distressed debt investing and the CEO of Avenue Capital Group, which he co-founded with his sister in 1995. Avenue manages $13 billion today. More recently, Marc and Avenue have become active investors in sport. He owned the Milwaukee Bucks when they won the NBA championship in 2021, and has since made investments in sports as diverse as sailing and bull-riding. In our discussion, we talk about his journey building a big investing firm, the evolution of distressed investing, and the opportunities in sport today. Marc shares some great stories throughout about travelling with President Clinton, winning the NBA championship, and raising his first fund. Please enjoy this great conversation with Marc Lasry.


    Listen to Founders Podcast

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----

    This episode is brought to you by Tegus, the only investment research platform built for fundamental investors. Whether you’re trying to get up to speed on a new market or keep tabs on a portfolio company, Tegus is the end-to-end investment research platform you need. With Tegus, you can quickly understand a company's business model, drivers, benchmarks, and management quality. To monitor an entire market, download our pre-built financial models — or update your own with the latest data using Tegus’ new Excel Add-In. Tegus gives you all of this and more, all bundled into a single software license. Find out why 95% of the top 20 global private equity firms are Tegus customers. Learn more and get your free trial at tegus.com/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 | @JoinColossus

    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).



    Show Notes:

    (00:00:00) Welcome to Invest Like The Best

    (00:03:40) Marc Lasry's Early Confidence and Competence

    (00:06:03) Distressed Credit Evolution and the Allure of Sports Investing

    (00:08:15) The Milwaukee Bucks: A Championship and Investment Success Story

    (00:14:54) Exploring New Frontiers: Bull Riding and Women's NCA

    (00:18:33) Venturing into Sailing with Larry Ellison's League

    (00:22:27) The Economics of Sports Team Ownership

    (00:25:19) The Vast Universe of Sports-Related Investment Opportunities

    (00:29:36) The Evolution of Distressed Investing

    (00:34:05 The Common Thread Through Marc’s Business Endeavors

    (00:40:24) Marc’s Most Memorable Investment (Not Including The Bucks)

    (00:43:40) The Dynamics of Working with Family in Business

    (00:45:32) Finding Happiness and Perspective Amid Financial Success

    (00:51:03) Diving into the World of NBA Owners

    (00:55:19) Exploring New Ventures: Sports, Real Estate, and Beyond

    (00:59:03) The Art of Deal-Making and Navigating Risks

    (01:06:10) The Kindest Thing Anyone Has Ever Done for Marc

    30 April 2024, 8:00 am
  • 1 hour 32 minutes
    Bill Gurley & Michael Mauboussin - Putting Theory into Practice - [Invest Like the Best, EP.370]

    My guests today are Bill Gurley and Michael Mauboussin. Bill is a General Partner at Benchmark, and Michael is the Head of Consilient Research for Counterpoint Global. While they are longtime friends with one another, I’d never heard them appear somewhere together so it was a real treat to be able to do this with the two of them. They are two of the leading minds in their fields, and we combined their decades of expertise into one wide-ranging conversation. We discuss the different kinds of increasing returns to scale, the issue of regulatory capture, AI, and hardware. Please enjoy this great conversation with Bill Gurley and Michael Mauboussin.


    Listen to Founders Podcast

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----

    This episode is brought to you by Tegus, the only investment research platform built for the investor. With traditional research vendors, the diligence process is slow, fragmented, and expensive. That leaves investors competing on how well they can aggregate data — not on their unique ability to analyze insights and make great investment decisions. Tegus offers an end-to-end platform with all the data you need to get up to speed on a company or market: up-to-the-minute financials, customizable models, management and culture checks, and, of course, our vast and growing library of expert call transcripts. Tegus is changing the world of expert research. Learn more and get your free trial at tegus.com/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 | @JoinColossus

    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


    Show Notes:

    (00:00:00) Welcome to Invest Like the Best

    (00:03:38) Dissecting the Dynamics of AI, LLMs, and Market Disruption

    (00:05:06) The World of AI Investments and Market Trends

    (00:08:13) Integration of New Technologies in Business

    (00:15:27) The Power of Increasing Returns and Strategic Investments

    (00:22:26) Unpacking the Role of Intangibles in Scaling and Innovation

    (00:28:54) Transformative Potential of Open Source and Idea Recombination

    (00:34:42) The Complex Landscape of Regulation and Innovation

    (00:43:17) Today’s Venture Capital Ecosystem

    (00:47:08) Impact of Fewer IPOs and Private Market Dynamics

    (00:50:38) Capital Allocation in Zero Interest Rate Environments

    (00:54:44) The Evolution of Venture Capital and High-Stakes Investment Games

    (00:57:21) Exploring New Frontiers: AI, Energy, and Physical World Innovations

    (01:01:14) The Power of Learning by Doing

    (01:17:49) Working with Genius

    (01:26:47) The Value of Teaching, Writing, and Sharing Knowledge

    23 April 2024, 8:00 am
  • 1 hour 26 minutes
    Tim Ferriss - Curating Curiosities - [Invest Like the Best, EP.369]

    My guest today is Tim Ferriss. Tim is a writer, podcaster, and investor. He has written five best-selling books, has been an early-stage investor in Facebook, Uber, Shopify, & other household names, and is the host of one of the biggest podcasts in the world. He started The Tim Ferriss Show as an experiment in April 2014 and has deconstructed world-class performers ever since. Last year, his show crossed 1 billion downloads. Together, we deconstruct his podcast and approach to life. We talk about the art of interviewing, the business behind his podcast, and what motivates Tim to keep teaching through his writing and podcast. Please enjoy this great conversation with Tim Ferriss.


    Check Out Invest America 2024

    Listen to Founders Podcast

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----

    This episode is brought to you by Tegus, the only investment research platform built for the investor. With traditional research vendors, the diligence process is slow, fragmented, and expensive. That leaves investors competing on how well they can aggregate data — not on their unique ability to analyze insights and make great investment decisions. Tegus offers an end-to-end platform with all the data you need to get up to speed on a company or market: up-to-the-minute financials, customizable models, management and culture checks, and, of course, our vast and growing library of expert call transcripts. Tegus is changing the world of expert research. Learn more and get your free trial at tegus.com/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 | @JoinColossus

    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


    Show Notes:

    (00:00:00) Welcome to Invest Like the Best

    (00:03:32) The Evolution of Podcasting with Tim Ferriss

    (00:09:56) Crafting Meaningful Conversations

    (00:13:26) What Makes Tim Feel The Most Alive 

    (00:24:06) Who Tim Considers To Be His Mentors

    (00:29:06) The Ingredients Of A World Class Performance

    (00:31:06) The Business Side of Podcasting

    (00:43:15) Identifying Emerging Trends

    (00:50:12) Lessons From Building a Small, Efficient Team

    (00:52:32) The Power of Constraints in Personal and Professional Growth

    (00:53:10) Innovating Against the Grain (Anti-Video Experiment)

    (00:54:54) Navigating Fame, Money, and Power

    (01:02:00) The Impact of Sharing Difficult Stories

    (01:06:18) Meta-Learning: A Framework for Fast, Effective Learning

    (01:12:32) Reflecting on a Decade of Podcasting & What’s In Store

    (01:24:41) The Kindest Thing Anyone Has Ever Done For Tim

    16 April 2024, 8:00 am
  • 48 minutes 42 seconds
    Ken Langone - The American Dream - [Invest Like the Best, EP.368]

    My guest today is Ken Langone. Ken is a legendary American businessman best known for his co-founding of Home Depot. He is also a former director of the New York Stock Exchange and a passionate philanthropist. He shares with us a lifetime's worth of wisdom, building Home Depot into a powerhouse and prioritizing his employees above all else. He says he still “bleeds orange” to this day. You’ll hear as he recounts his business endeavors, his strict belief in keeping your word, and his true pride in his country, which he knows to be the land of opportunity. We discuss his work with Ross Perot, the idea of an upside-down hierarchy, and the power of loyalty. For anyone who may find it easier to follow along, we have a transcript of the episode on joincolossus.com. Please enjoy this conversation with Ken Langone.  


    Listen to Founders Podcast

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----

    This episode is brought to you by Tegus, the go-to destination for bold investing. The investment research platform trusted by 95% of the top 20 global private equity firms just got even better. Building on their solid reputation for expert insights, Tegus has expanded to become the first true all-in-one research platform. The new Tegus makes diligence faster, easier, and more convenient than ever before. Your Tegus license gives you access to over 70,000 expert transcripts, more than 4,000 fully drivable financial models, and exclusive datasets like company management checks, industry KPIs, hard-to-find non-GAAP data, and more. Tegus is the fastest way to learn about a public or private company and the most cost-effective way to conduct investment research — now all under one roof. Learn more and get your free trial at tegus.com/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 | @JoinColossus

    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


    Show Notes:

    (00:00:00) Welcome to Invest Like the Best

    (00:004:00) The Unforgettable Pitch to Ross Perot

    (00:08:37) Winning Over Perot with Honesty and Insight

    (00:16:08) The Art of Negotiation and Trust

    (00:19:31) Loyalty, Integrity, and the Power of Keeping Your Word

    (00:23:51) Home Depot's Culture of Service and Empowerment

    (00:29:16) Frank's Authentic Leadership and Its Impact

    (00:31:00) Transforming NYU Medical Center

    (00:33:45) Ken’s Investment Philosophy: Long Hold Only

    (00:39:56) The Power of Resilience in Business

    (00:45:37) The Kindest Thing Anyone Has Ever Done For Ken

    9 April 2024, 8:00 am
  • 1 hour 2 minutes
    Robin Dunbar - Optimizing Human Connection (Dunbar's Number) - [Invest Like the Best, EP.367]

    My guest today is Robin Dunbar. Robin is a biological anthropologist, evolutionary psychologist, and specialist in primate behavior. He is the man behind Dunbar’s number, a theory about the number of stable relationships we can maintain at once. Robin unravels the thread of research that led him to Dunbar’s number and describes how this plays into every single person’s layers of human connection. It was fascinating to hear how his findings on social circles have implications for optimally structuring businesses and organizations, as well as the idea of homophily, all of which Robin thoughtfully explains. It was a treat to get to explore these topics with Robin Dunbar himself so please enjoy this great conversation.  


    Listen to Founders Podcast

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----

    This episode is brought to you by Tegus, the only investment research platform built for fundamental investors. Whether you’re trying to get up to speed on a new market or keep tabs on a portfolio company, Tegus is the end-to-end investment research platform you need. With Tegus, you can quickly understand a company's business model, drivers, benchmarks, and management quality. To monitor an entire market, download our pre-built financial models — or update your own with the latest data using Tegus’ new Excel Add-In. Tegus gives you all of this and more, all bundled into a single software license. Find out why 95% of the top 20 global private equity firms are Tegus customers. Learn more and get your free trial at tegus.com/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 | @JoinColossus

    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

    Show Notes:

    (00:00:00) Welcome to Invest Like the Best

    (00:04:39) The Journey to Discovering Dunbar's Number

    (00:07:28) Exploring the Layers of Human Connection

    (00:12:27) The Significance of the 1.5 Layer in Social Circles

    (00:16:55) Surprising Insights from Social Network Studies

    (00:20:40) Applying Dunbar's Number to Organizational Structures

    (00:27:51) The Science of Social Bonding in Primates and Humans

    (00:33:23) Unlocking the Endorphin System Without Physical Touch

    (00:34:10) The Power of Laughter, Singing, and Storytelling in Group Bonding

    (00:36:00) The Limitations of Digital Interactions for Building Relationships

    (00:39:51) Reviving Social Clubs and Activities for Workplace Bonding

    (00:44:40) The Importance of Homophily in Friendships and Social Networks

    (00:50:40) Challenges and Solutions for Overcoming Loneliness and Building Trust

    (00:53:45) The Impact of Technology, Religion, and Mental Health on Social Connections

    (00:61:47) Reflecting on Time as a Fundamental Aspect of Social Dynamics

    2 April 2024, 8:00 am
  • 1 hour 48 minutes
    Sean Feeney - Reinventing the Restaurant Business - [Invest Like the Best, EP.366]

    My guest today is Sean Feeney. Sean is the co-founder of Grovehouse Hospitality Group and the owner of Lilia and Misi, two of New York City’s most sought-after restaurants. He left his job in Trading to chase down a dream with Michelin star chef Missy Robbins. Sean leveraged his finance background to write his own rulebook for the restaurant industry, crafting several establishments that now boast several thousand people on the waitlist any given night. His story is as entertaining as it is inspiring. As we go step by step through his business endeavors, he points out all of the times he was told “it’s just always been done this way” and how that revealed to him where he could innovate. Sean’s restaurants are the perfect example of building a business into the fabric of a community, collaborating with other brands in authentic ways, and staying true to yourself along the way. Please enjoy this awesome conversation with Sean Feeney. 


    Listen to Founders Podcast

    Join Positive Sum as a Research Analyst

    

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----

    This episode is brought to you by Tegus, the only investment research platform built for the investor. With traditional research vendors, the diligence process is slow, fragmented, and expensive. That leaves investors competing on how well they can aggregate data — not on their unique ability to analyze insights and make great investment decisions. Tegus offers an end-to-end platform with all the data you need to get up to speed on a company or market: up-to-the-minute financials, customizable models, management and culture checks, and, of course, our vast and growing library of expert call transcripts. Tegus is changing the world of expert research. Learn more and get your free trial at tegus.com/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 | @JoinColossus

    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


    Show Notes:

    (00:00:00) Welcome to Invest Like the Best

    (00:03:58) First Question - A Chance Encounter with a Michelin-Starred Chef

    (00:08:52) The Birth of a Culinary Partnership

    (00:12:49) Embracing the Genius Within

    (00:16:41) Innovative Approaches to the Restaurant Business

    (00:24:53) Creating Demand: The Art of Exclusivity

    (00:28:49) Learning from the Best: Insights from Kith's Success

    (00:34:21) Defining Exceptional Hospitality

    (00:44:20) The Power of Customer Relationships in Hospitality

    (00:52:31) Unlocking Team Potential 

    (00:53:33) The Philosophy of the Perfect Turn

    (00:54:05) Balancing Art, Commerce, and Satisfaction

    (00:56:13) The Impact of Authentic Experiences and Brands

    (01:03:24) The Evolution of a Hospitality Brand

    (01:06:38) Community Engagement and the Power of Simplicity

    (01:24:40) Creative Responses and Business Lessons Learned

    (01:36:05) Lessons From Working In The Restaurant Industry 

    (01:43:01) The Kindest Thing Anyone Has Ever Done For Sean

    26 March 2024, 8:00 am
  • 1 hour 3 minutes
    Dave Fontenot - The Monastery of Code - [Invest Like the Best, EP.365]

    My guest today is Dave Fontenot, founder of HF0. Born out of Dave’s experiences in monasteries across the world, HF0 is a twelve-week residency for repeat founders to supercharge their next venture. For 12 weeks, 10 teams of engineers relocate to HF0’s house in San Francisco. During the residency, everything is taken care of so their sole focus is coding and building. It’s one of the most interesting incubators I have come across and we discuss the model and its monastic origins in detail. Please enjoy this conversation with Dave Fontenot.


    Become a Research Analyst at Positive Sum

    Listen to Founders Podcast

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----

    This episode is brought to you by Tegus, the only investment research platform built for the investor. With traditional research vendors, the diligence process is slow, fragmented, and expensive. That leaves investors competing on how well they can aggregate data — not on their unique ability to analyze insights and make great investment decisions. Tegus offers an end-to-end platform with all the data you need to get up to speed on a company or market: up-to-the-minute financials, customizable models, management and culture checks, and, of course, our vast and growing library of expert call transcripts. Tegus is changing the world of expert research. Learn more and get your free trial at tegus.com/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 | @JoinColossus

    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


    Show Notes:

    (00:00:00) Welcome to Invest Like the Best

    (00:04:05) First Question - Dave’s Journey to Meditation and Monastic Life

    (00:07:25) From Monastery to Coding: Finding Flow in Programming

    (00:08:32) Creating Spaces for Uninterrupted Creativity: The Birth of HF0

    (00:20:24) A Day in the Life at HF0

    (00:25:15) Why 12 Weeks? The Philosophy Behind the Duration

    (00:27:14) Selecting the Brilliant Minds for HF0

    (00:31:43) The Thin Line Between Visionary and Crazy

    (00:34:39) Creating Space to Meditate 

    (00:37:24) The Economic Model Behind HF0

    (00:41:36) Building Successful Residencies

    (00:44:48) Expanding the Residency Model to Universities

    (00:52:52) Understanding Engineers and Hackers

    (01:02:01) The Kindest Thing Anyone’s Ever Done For Dave

    19 March 2024, 8:00 am
  • 57 minutes 55 seconds
    Anne-Marie Peterson - The Capital System - [Invest Like the Best, EP.364]

    My guest today is Anne-Marie Peterson. Anne-Marie is an equity portfolio manager at Capital Group, a storied investment firm managing 2.5 trillion dollars and getting ready to celebrate its centennial anniversary. Anne-Marie is a seasoned investor, approaching three decades in the industry, with nearly 20 of those years being with Capital. She has become an expert in retail and restaurants and shares her proven strategies in those sectors over her career. We discuss her people-first approach, simplicity as criteria for investment, and the idea that the best retailers are cults. Please enjoy this great discussion with Anne-Marie Peterson.


    Listen to Founders Podcast

    For the full show notes, transcript, and links to mentioned content, check out the episode page here.

    -----

    This episode is brought to you by Tegus, the go-to destination for bold investing. The investment research platform trusted by 95% of the top 20 global private equity firms just got even better. Building on their solid reputation for expert insights, Tegus has expanded to become the first true all-in-one research platform. The new Tegus makes diligence faster, easier, and more convenient than ever before. Your Tegus license gives you access to over 70,000 expert transcripts, more than 4,000 fully drivable financial models, and exclusive datasets like company management checks, industry KPIs, hard-to-find non-GAAP data, and more. Tegus is the fastest way to learn about a public or private company and the most cost-effective way to conduct investment research — now all under one roof. Learn more and get your free trial at tegus.com/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 | @JoinColossus

    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


    Show Notes:

    (00:00:00) Welcome to Invest Like the Best

    (00:04:06) First Question - Understanding Capital Group's Investment Approach

    (00:05:43) The Importance of Teamwork and Culture in Investment Firms

    (00:07:38) The Role of Analysts in Investment Decisions

    (00:12:24) The Art of Running Effective Meetings with Company Management

    (00:18:12) Exploring the Dominance of Big Tech Companies

    (00:19:13) The Common Thread Amongst Great Retailing Companies

    (00:30:49) Comparing The Growth in The Tech Market to That of Healthcare

    (00:34:14) The Rise of Pharma and its Potential Opportunities

    (00:36:56) Power Dynamics in the Tech Industry

    (00:38:11) The Idea of Power in Investing

    (00:46:21) Unique Challenges and Opportunities in the Restaurant Industry

    (00:48:35) The Positive Signal of Enduring Companies

    (00:54:54) The Importance of Gratitude and Kindness in Professional Growth

    (00:58:40) The Kindest Thing Anyone Has Ever Done for Anne-Marie

    12 March 2024, 8:00 am
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