Invest Like the Best with Patrick O'Shaughnessy
Gratis podcast

Invest Like the Best with Patrick O'Shaughnessy

Podcast af Colossus | Investing & Business Podcasts

Dette er en gratis podcast, som du kan lytte til på alle podcast-afspillere. Du kan få adgang til alle gratis shows i Podimo-appen uden et abonnement.

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 

Nyd Invest Like the Best with Patrick O'Shaughnessy og hundredvis af andre eksklusive podcasts, gratis

Efter prøveperioden kun 79,00 kr. / måned. Ingen binding.

Tilbuddet gælder kun for nye abonnenter.

Andre eksklusive shows

Det får du

Ubegrænset adgang til eksklusive podcasts
Ingen reklamer
20 timers lydbøger / måned
Efter prøveperioden kun 79,00 kr. / måned. Ingen binding.

Seneste episoder

Sean Feeney - Reinventing the Restaurant Business - [Invest Like the Best, EP.366]
My guest today is Sean Feeney [https://www.grovehousenyc.com/team-member/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 [https://pod.link/founders] Join Positive Sum as a Research Analyst [https://www.positivesumvc.com/research-analyst]  For the full show notes, transcript, and links to mentioned content, check out the episode page here. [https://joincolossus.com/episodes/98380145/feeney-reinventing-the-restaurant-business] ----- This episode is brought to you by Tegus [https://www.tegus.com/free-trial?utm_medium=podcast&utm_source=investwiththebest&utm_campaign=tegus_investwiththebest], 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 [https://www.tegus.com/free-trial?utm_medium=podcast&utm_source=investwiththebest&utm_campaign=tegus_investwiththebest]. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes [https://www.joincolossus.com/episodes].  Past guests include Tobi Lutke [https://joincolossus.com/episodes/64592621/lutke-building-a-modern-business?tab=transcript], Kevin Systrom [https://joincolossus.com/episodes/60313963/krieger-how-to-build-a-great-product?tab=transcript], Mike Krieger [https://joincolossus.com/episodes/60313963/krieger-how-to-build-a-great-product?tab=transcript], John Collison [https://joincolossus.com/episodes/34646260/collison-growing-the-internet-economy?tab=transcript], Kat Cole [https://joincolossus.com/episodes/15230717/cole-how-to-operate-lessons-in-brand-distribution-and-leadership?tab=transcript], Marc Andreessen [https://joincolossus.com/episodes/58516750/andreessen-making-the-future?tab=blocks], Matthew Ball [https://joincolossus.com/episodes/69430337/ball-the-future-of-media-movies-the-metaverse-and-more?tab=transcript], Bill Gurley [https://joincolossus.com/episodes/12224182/gurley-all-things-business-and-investing?tab=transcript], Anu Hariharan [https://joincolossus.com/episodes/99792081/hariharan-lessons-in-growth-investing?tab=transcript], Ben Thompson [https://joincolossus.com/episodes/91241527/thompson-platforms-ecosystems-and-aggregators?tab=transcript], 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 [https://www.joincolossus.com/newsletter]. Follow us on Twitter: @patrick_oshag [https://twitter.com/patrick_oshag] | @JoinColossus [https://twitter.com/JoinColossus] Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com [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
1 h 48 min - 26. mar. 2024
Dave Fontenot - The Monastery of Code - [Invest Like the Best, EP.365]
My guest today is Dave Fontenot [https://www.linkedin.com/in/davefont/], 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 [https://www.positivesumvc.com/research-analyst] at Positive Sum Listen to Founders Podcast [https://pod.link/founders] For the full show notes, transcript, and links to mentioned content, check out the episode page here. [https://joincolossus.com/episodes/20057232/fontenot-the-monastery-of-code] ----- This episode is brought to you by Tegus [https://www.tegus.com/free-trial?utm_medium=podcast&utm_source=investwiththebest&utm_campaign=tegus_investwiththebest], 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 [https://www.tegus.com/free-trial?utm_medium=podcast&utm_source=investwiththebest&utm_campaign=tegus_investwiththebest]. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes [https://www.joincolossus.com/episodes].  Past guests include Tobi Lutke [https://joincolossus.com/episodes/64592621/lutke-building-a-modern-business?tab=transcript], Kevin Systrom [https://joincolossus.com/episodes/60313963/krieger-how-to-build-a-great-product?tab=transcript], Mike Krieger [https://joincolossus.com/episodes/60313963/krieger-how-to-build-a-great-product?tab=transcript], John Collison [https://joincolossus.com/episodes/34646260/collison-growing-the-internet-economy?tab=transcript], Kat Cole [https://joincolossus.com/episodes/15230717/cole-how-to-operate-lessons-in-brand-distribution-and-leadership?tab=transcript], Marc Andreessen [https://joincolossus.com/episodes/58516750/andreessen-making-the-future?tab=blocks], Matthew Ball [https://joincolossus.com/episodes/69430337/ball-the-future-of-media-movies-the-metaverse-and-more?tab=transcript], Bill Gurley [https://joincolossus.com/episodes/12224182/gurley-all-things-business-and-investing?tab=transcript], Anu Hariharan [https://joincolossus.com/episodes/99792081/hariharan-lessons-in-growth-investing?tab=transcript], Ben Thompson [https://joincolossus.com/episodes/91241527/thompson-platforms-ecosystems-and-aggregators?tab=transcript], 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 [https://www.joincolossus.com/newsletter]. Follow us on Twitter: @patrick_oshag [https://twitter.com/patrick_oshag] | @JoinColossus [https://twitter.com/JoinColossus] Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com [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
1 h 3 min - 19. mar. 2024
Anne-Marie Peterson - The Capital System - [Invest Like the Best, EP.364]
My guest today is Anne-Marie Peterson [https://www.capitalgroup.com/institutional/about-us/our-people/investment-professionals/anne-marie-peterson.html]. 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 [https://pod.link/founders] For the full show notes, transcript, and links to mentioned content, check out the episode page here. [https://joincolossus.com/episodes/58908438/peterson-a-people-first-approach] ----- This episode is brought to you by Tegus [http://tegus.com/patrick], 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. [http://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 [https://www.joincolossus.com/episodes].  Past guests include Tobi Lutke [https://joincolossus.com/episodes/64592621/lutke-building-a-modern-business?tab=transcript], Kevin Systrom [https://joincolossus.com/episodes/60313963/krieger-how-to-build-a-great-product?tab=transcript], Mike Krieger [https://joincolossus.com/episodes/60313963/krieger-how-to-build-a-great-product?tab=transcript], John Collison [https://joincolossus.com/episodes/34646260/collison-growing-the-internet-economy?tab=transcript], Kat Cole [https://joincolossus.com/episodes/15230717/cole-how-to-operate-lessons-in-brand-distribution-and-leadership?tab=transcript], Marc Andreessen [https://joincolossus.com/episodes/58516750/andreessen-making-the-future?tab=blocks], Matthew Ball [https://joincolossus.com/episodes/69430337/ball-the-future-of-media-movies-the-metaverse-and-more?tab=transcript], Bill Gurley [https://joincolossus.com/episodes/12224182/gurley-all-things-business-and-investing?tab=transcript], Anu Hariharan [https://joincolossus.com/episodes/99792081/hariharan-lessons-in-growth-investing?tab=transcript], Ben Thompson [https://joincolossus.com/episodes/91241527/thompson-platforms-ecosystems-and-aggregators?tab=transcript], 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 [https://www.joincolossus.com/newsletter]. Follow us on Twitter: @patrick_oshag [https://twitter.com/patrick_oshag] | @JoinColossus [https://twitter.com/JoinColossus] Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com [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
57 min - 12. mar. 2024

Populære lydbøger

En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍
Podimo er blevet uundværlig! Til lange bilture, hverdagen, rengøringen og i det hele taget, når man trænger til lidt adspredelse.

Tilgængelig overalt

Lyt til Podimo på din telefon, tablet, computer eller i bilen!

Et univers af underholdning på lyd

Tusindvis af lydbøger og eksklusive podcasts

Ingen reklamer

Spild ikke tiden på at lytte til reklamepauser, når du lytter til Podimos indhold.

Andre eksklusive shows

Populære lydbøger