Invest Like the Best with Patrick O'Shaughnessy
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.com
Total Ideas
3
With Returns
3
Equal-Weighted Return
+12.04%
All Ideas (3)
3 Total![Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]](https://megaphone.imgix.net/podcasts/799253cc-9de9-11f0-8661-ab7b8e3cb4c1/image/d41d3a6f422989dc957ef10da7ad4551.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
AMD: Love But 'Mid' Outlook
"I love AMD, but they're pretty mid."
The speaker expresses a personal affinity for AMD, recalling early multibagger experiences, yet quickly tempers that enthusiasm by labeling the company as 'mid'. This mixed view suggests that while AMD has appeal, its growth potential may be more limited compared to peers.
Oracle Trade Call
"I bought Oracle before earnings because we see these deals happening, whether it's through our data or some other means."
The speaker explicitly reveals a buy action on Oracle ahead of earnings, citing the scale of OpenAI deals as a catalyst. This trade call suggests a bullish view on Oracle benefiting from mega data center contracts and related capex spending.
![Barry Diller - Building An Entertainment Empire - [Invest Like the Best, EP.441]](https://megaphone.imgix.net/podcasts/da754fbe-982b-11f0-906f-df064e72aff3/image/97436ae00b144cf740fd8e81198d3e81.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
MGM Entertainment: A Resilient Physical Moat in the Age of Disintermediation
"By the way, this is why one of the things that interests me, we bought 24% of MGM. And why does that appeal to me? Because you can’t disintermediate it. Because you give me any AI equation, and I will tell you, irrelevant to this. No one’s going to get between going to an MGM resort, particularly Las Vegas, in which we have a huge share of Las Vegas. We have 11 properties in Las Vegas. No tech is getting between that and a human. And it's like the Flintstones. I'm going back to the dark ages. But that, to me, because everything else in the world that I see is able to be disintermediated by this, that, and the other thing. That isn't."
Barry Diller highlights his company6#39;s 24% stake in MGM as a strategic bet. He explains that unlike many tech-driven sectors where digital platforms can disintermediate traditional services, MGM benefits from its physical presence and unique entertainment experiences, particularly in Las Vegas. This commentary underscores MGM6#39;s durable moat in a world increasingly susceptible to digital disruption.