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.colossus.com
The transition from public to private equity markets reflects a long-term decline in the number of listed U.S. companies, driven by higher regulatory costs and the increased ability of firms to scale using private capital. Michael Mauboussin, head of Consilient Research at CounterPoint Global, highlights that while pub...
Software businesses are undergoing a fundamental shift as digital transformation moves from a secondary concern to an existential requirement for corporate survival. SaaS companies command high valuation multiples because their business models—characterized by recurring revenue and compounding growth—create win-win out...
Industrial conglomerates and the evolution of the internet economy provide the framework for understanding how technology companies scale and allocate capital. Unlike traditional conglomerates that often rely on tight integration, successful technology firms frequently leverage decentralized management and shared best ...
This podcast episode delves into the concepts and theories surrounding business strategy, technology, and media. It covers a range of topics, including aggregation theory, the influence of the internet on business, the significance of aggregators and platforms, the future of technology firms, and the dynamics of the me...
In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Shishir Mehrotra about the concept of bundling and unbundling products and services. Mehrotra shares his experiences and insights, particularly around four myths of bundling, using examples from his time at YouTube, his involvement with Spotify, ...
In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Hamilton Helmer, author of "7 Powers," about business strategy and competitive advantage. Helmer explains the concept of "power" as a combination of benefits and barriers that create durable success, using Intel as an example. The discussion cove...
In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Tobi Lutke, the co-founder and CEO of Shopify, about his business principles, the concept of focus, and the strategic decisions behind the Shop app. They delve into the importance of being merchant-obsessed, the marketplace business model, and ho...
This Invest Like the Best podcast episode features an interview with Josh Kopelman, founder of First Round Capital, focusing on early-stage venture capital investing. The conversation covers Kopelman's entrepreneurial background, his firm's investment strategy (emphasizing founder personality over initial ideas), and ...
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