MentionTraceStock ideas from sharp blogs, podcasts & letters

Podcast

Invest Like the Best

Patrick O'Shaughnessy interviews the world's best investors and operators about markets, ideas, and methods for compounding capital and knowledge.

Mentions41
Episodes6
Latest episode25 Aug 2026
NVIDIA CorporationNeil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]-25 Aug 2026
International Business Machines CorporationBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Oracle CorporationBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Advanced Micro Devices, Inc.Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Berkshire Hathaway Inc.Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
NVIDIA CorporationBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Samsung Electronics Co., Ltd.Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Intel CorporationBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Taiwan Semiconductor Manufacturing Company LimitedBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Alphabet Inc.Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Microsoft CorporationBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Meta Platforms, Inc.Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Apple Inc.Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Amazon.com, Inc.Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
NVIDIA CorporationEric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]-11 Aug 2026
Cerebras Systems Inc.Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]-11 Aug 2026
Wärtsilä Oyj AbpMatthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
EQT CorporationMatthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
BWX Technologies, Inc.Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
Brookfield CorporationMatthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
Cameco CorporationMatthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
Bloom Energy CorporationMatthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
Caterpillar Inc.Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
Clearway Energy, Inc.Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
XPLR Infrastructure, LPMatthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
Range Resources CorporationMatthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
Expand Energy CorporationMatthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
Apple Inc.Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]-7 Jul 2026
Tesla, Inc.Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]-7 Jul 2026
SK hynix Inc.Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Taiwan Semiconductor Manufacturing Company LimitedAlex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
ASML Holding N.V.Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Celestica Inc.Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Elite Material Co., Ltd.Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Nu Holdings Ltd.Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Adyen N.V.Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Amazon.com, Inc.Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Apple Inc.Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Tesla, Inc.Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
NVIDIA CorporationAlex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Alphabet Inc.Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026