Podcast
Invest Like the Best with Patrick O'Shaughnessy
TLDL turns long episodes of Invest Like the Best with Patrick O'Shaughnessy into a searchable library: summaries, key takeaways, and topic tags. Skim the ideas fast, then click through to the episodes that matter.
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.c
Latest analyzed episodes
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Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]
Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]
Scott Wu - Building Cognition - [Invest Like the Best, EP.402]
Issues
01020304
LLM Platforms Are the New SaaS Moat
Private AI Platforms Outsmart Public SaaS — Scale, Stickiness, Margins
AI Agents Concentrate Capital, Repricing SaaS Winners
AI Founders' talk: Databricks, Cognition/Devin
4 issues for this show