Live show in NYC. This October, Patrick O’Shaughnessy and David Senra will share their favorite ideas and stories on what they call ‘Founder Mentality’ from hosting Invest Like the Best and Founders. The microphone will also be open for an audience Q&A. Move quickly - tickets are selling fast.

Best of the Week

The Greatest Lawyer Who Ever Lived (Article | 33 mins)

Joe Jamail barely passed the bar exam but became the wealthiest attorney of his time. A colorful profile that shows what mastery involves: “He absolutely loves the fight.”

Pair with: David Senra’s conversation with Sam Zell.

Lamborghini vs. Ferrari - The Hidden Story of Desire (Article | 12 mins)

The founder of Lamborghini was a tractor manufacturer who saw what Enzo Ferrari was doing and decided to build sports cars. A classic story of mimetic desire and competition.

Pair with: Our conversation with Keith Rabois on competition and emulating success.

America’s Electrical Grid is an Incredible Feat of Engineering - And its Biggest Bottleneck (Article | 21 mins)

The national power grid is under more strain than ever. Learn how energy is delivered across the continent and what it will take to update the grid effectively.

Pair with: Our breakdown of renewable energy powerhouse NextEra Energy. 

Forever Episode - Nick Kokonas

Guest: Nick Kokonas – CEO of Tock & Co-Owner: Alinea / Next / The Aviary / Roister / St. Clair Supper Club

This week, we replayed one of our favorite conversations. Nick is a derivatives trader turned restaurant owner. His rise to the top of the hospitality industry teaches us to keep questioning conventional wisdom.

Pair with: The Right Way To Make a Big Career Transition (Article | 10 mins)

Everyone wants to find their true calling. Few do. This Harvard Business Review article might help by posing some simple questions; Why, What, and When?

Invest Like the Best is brought to you by Tegus. Tegus is the modern research platform for leading investors. Tired of running your own expert calls to get up to speed on a company? Tegus is the gold standard for research, delivering unmatched access to timely, qualitative insights through the largest and most differentiated expert call transcript database. With over 60,000 transcripts spanning 22,000 public and private companies, investors can accelerate their fundamental research process by discovering highly-differentiated and reliable insights that can’t be found anywhere else in the market. As a listener, drive your next investment thesis forward with Tegus for free at tegus.co/patrick.

Business Breakdowns - Take-Two

Guest: Eric Kress – principal at Gossamer Consulting Group

Take-Two Interactive is the video game publisher behind iconic franchises, NBA 2K and Grand Theft Auto. They recently entered the mobile space by acquiring Zynga. Eric explains why that is an albatross around the business’ neck and outlines the strategic imperatives for Take-Two going forward.

Pair with: Electronic Arts: FIFA, The Sims, Madden, and More (Colossus | 57 mins)

Take-Two is just one of many players in the dynamic gaming ecosystem. Learn more with our breakdown of another significant games publisher, EA.

Business Breakdowns is brought to you by Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully-diluted shares outstanding? Access every publicly-reported datapoint and industry-specific KPI through their database of over 4,000 driveable global models handbuilt by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus’ models automatically update each quarter, including hard-to-calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building and updating models. As a listener, you can trial Canalyst by Tegus for free by visiting tegus.co/patrick.

What Our Listeners Are Saying:

Founders - Bugatti

Episode 316: Ettore Bugatti: The Bugatti Story

An inspiration for Enzo Ferrari and countless others, Ettore Bugatti was an “incomparable artist who alone knew how to give life to steel,” handcrafting cars that set new standards in aesthetics and mechanics. Tune in to David’s version of this remarkable Founder story.

Founders is brought to you by Eight Sleep. Get the best sleep of your life and unlock more energy with the Pod 3. Go to eightsleep.com/founders to learn more.

Making Media - Greg Rose

Guest: Greg Rose – Content and Communications Director at Virgin

Virgin Group was an early adopter of social media - a bet that paid off handsomely. We talk to the man who convinced Richard Branson to make the prescient plunge. Learn all about social and branding from the practitioner behind one of the world’s iconic brands.

Pair with: Richard Branson: Finding My Virginity (Colossus | 73 mins)

David Senra reads Richard’s book and dives into the life of one of the world's most lively and colorful entrepreneurs.

Making Media is brought to you by Scribe. Scribe is the magic behind Colossus transcripts. And we are not alone. Scribe is the transcription service that powers all of S&P Global - like CapIQ - and the client list includes our friends at Tegus. Go to joincolossus.com/scribe to unlock 150 minutes of free transcription and test their capabilities.

Web3 Breakdowns - Inca Digital

Guests: Adam Zarazinski and Cameron Smith of Inca Digital 

From DARPA to North Korean hacking and banks to decentralized exchanges, Inca Digital deals with a wide variety of clients and situations in crypto. Tune in to an illuminating conversation covering data businesses, open-source intelligence, working with the government, and recent geopolitical events.

 Pair with: What’s at the center of the US-China power struggle? (Article | 4 mins)

Adam Zarazinski's op-ed on America's tech race with China and crypto's role in the struggle between the two great powers.

Web3 Breakdowns is sponsored by OKX. Want to stop paying trading fees? You can now trade for free for two months with OKX. Over 20 million traders and institutions choose OKX when they want to trade. And you can join them by signing up at OKX Trader Series to start your two months of fee-free trading today.

#ListenHere

Summer is winding down but the views are still hot. Share where you listen to our podcasts on Twitter, LinkedIn, and Instagram using #ListenHere, and we’ll feature our favorites throughout August.

Pioneer Program

Thanks to Jefferson Rumanyika for his help and research this week.

Want to get involved in Colossus? We are always on the lookout for pioneers to help grow our content library. If you are interested - let us know here.