Invest Like The Best

Ep.439

Building Alpha School, and The Future of Education

Joe Liemandt is the Principal at Alpha School. We cover how personalized, AI-powered lesson plans are changing the future of learning, why the secret to good education outcomes is in getting kids to love school, and what's needed to be able to deliver this technology to a billion students.

08.26.2025

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Invest Like The Best

Ep.438

Performance During Pain

Mark Bertolini is the CEO of Oscar Health. We cover the near-death experience that shaped so much of his life and leadership framework, how a decision to raise wages actually increased shareholder returns, and what Oscar's strategy for disrupting the healthcare industry has in common with pirate ships.

08.19.2025

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Joys of Compounding

Ep.30

Back to School with Chris Begg!

Chris Begg is the founder of East Coast Asset Management and an Adjunct Associate Professor at Columbia Business School. We cover his favorite exponents of the art of compressing wisdom, who would appear on the Mount Rushmore of great business teachers, and how the act of teaching gives investors a better perspective of the long-term.

08.25.2025

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Brie Wolfson

June 2025

Flounder Mode

Kevin Kelly on a different way to do great work

Invest Like The Best

Ep.427

The Gift and The Curse of Staying Private

Bill Gurley is a former General Partner at Benchmark Capital. We cover the breakdown of incentives that created over a thousand "zombie unicorn" companies, how late-stage venture firms have largely eliminated the need to go public to access funding and liquidity, and the investing implications if AI turns out to be the single greatest platform shift of our lifetime.

06.10.2025

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50X

Ep.1

Asurion: The Early Days (‘95-‘01) with Kevin Taweel

Kevin Taweel is the co-founder and Chairman of Asurion. We cover the process for identifying the perfect acquisition target, how vertical integration revolutionized the handset insurance industry, and the pivotal capital allocation decisions that drove Asurion's growth.

05.07.2025

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Business Breakdowns

Ep.218

Moncler: The Après Playbook

Chris Davies is an investment manager at Baillie Gifford. We cover Moncler's evolution from making mountaineering gear into a luxury fashion empire, the strategic imperative behind their acquisition of Stone Island, and how their shopping experience differentiates the brand in the crowded outerwear market.

05.30.2025

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Founders

Ep.396

#396: The Obsession of Enzo Ferrari

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from reading The Story of Ferrari by Stuart Codling and rereading Enzo Ferrari by Luca Dimonte, Enzo Ferrari by Brock Yates, and Go Like Hell: Ford, Ferrari and Their Battle for Speed and Glory at Le Mans by A. J. Baime

07.30.2025

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Invest Like The Best

Ep.355

A Conversation with Charlie Munger & John Collison

Charlie Munger was the vice chairman of Berkshire Hathaway. In this conversation with Stripe's John Collison, recorded last year, he shares the ingredients for long-term business success, his thoughts on American society writ large, and what makes Berkshire special.

12.05.2023

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Dom Cooke

July 2025

The Man With the Hot Hand

The dizzying rise, brief fall, and white-hot resurgence of Abstract’s 34-year-old founder, Ramtin Naimi

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