Maniacs on Missions | Colossus Weekly

Best of the Week

A Conversation with Renaissance Technologies CEO Peter Brown (Podcast | 41 mins)

A rare opportunity to hear from Renaissance’s CEO, and it doesn’t disappoint. Peter admits he’s embarrassed some people at his firm still use spreadsheets and that he’s slept more than 2,000 nights in his office. Don’t sleep on this episode.

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Marks Memo: Fewer Losers, or More Winners? (Article | 25 mins)

The best investors are good at finding winners or avoiding losers. Almost none can do both, and few can do either. Understanding your source of skill is essential to beat the market.

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Walter Isaacson on The Lex Fridman Podcast (Video | 128 mins)

Walter Isaacson has surfaced after two years in Elon’s solar-powered, self-driving, mars-bound world. Learn how Elon operates and how he compares to other founders like Steve Jobs, Benjamin Franklin, Jennifer Doudna, Einstein, and da Vinci.

One Month Away! Live show in NYC. October 19, 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 be open for an audience Q&A. Buy your ticket now.

Invest Like The Best - David Senra

Guest: David Senra – creator and host of Founders Podcast

Some call David Senra a maniac on a mission. Others say he takes a big, deep breath before spitting fire for an hour. What’s undeniable is that you’ll leave this conversation with more energy to find or fulfill your life’s work. If you want to build a company, this is for you.

Invest Like the Best is brought to you by Tegus. Tegus is the modern research platform for leading investors. Accelerate your fundamental research process by discovering highly differentiated and reliable insights that can’t be found anywhere else in the market. Drive your next investment thesis forward with Tegus for free at tegus.co/patrick.

Business Breakdowns - Kingspan

Guest: Nick Griffin – Founding Partner & CIO of Munro Partners

An Australian, an Englishman, and an Irish manufacturer of insulated panels walk into this episode of Business Breakdowns. Tune in to hear how Kingspan has quietly grown an insulation empire across the globe and delivered a 100x return for investors since IPO.

Business Breakdowns is brought to you by Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Access every publicly-reported data point and industry-specific KPI through their database of over 4,000 driveable global models hand-built 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. Trial Canalyst by Tegus for free by visiting tegus.co/patrick.

Making Media - Brian Morrissey

Guest: Brian Morrissey – Founder of The Rebooting

Brian Morrissey combines the craft of a veteran media operator with strong business acumen. As the founder of The Rebooting, he writes and speaks on the mechanics of building a sustainable business in the internet age. We talk about the 'less is more' era of media, how he built his business, the Barstool-Penn breakup and more.

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.

Pioneer Program

Thanks to Mohammad Ruhul Kader and Erick Mokaya for their 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.