Supported by Greenhaven Road Capital, finding value off the beaten path.
Rather than reading, today is for listening. The inspiration is Tom Vanderbilt’s book, Traffic and we’ll cover adaptation (why your commute still sucks), feedback (investing in bull markets and driving in good conditions), and assumptions. Enjoy.
https://soundcloud.com/mikesnotes/traffic-assumptions-traffic-feedback-traffic-adaptations
Here are the iTunes and Overcast links.
The Waiter's Pad 
[…] was something we looked at in the Traffic podcast. The system we call driving offers terrible feedback for the human. But camera and radar […]
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[…] direction but there are other tools besides what’s between our ears. This is arriving in Traffic. Good organizations have systems too, like the The […]
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