Unofficial notes from people smarter than me
Supported by Greenhaven Road Capital, finding value off the beaten path. Michael Fishman is the Assistant GM of the New York Yankees. Fishman majored in Math at Yale, computed insurance risks as an actuary, and won a surfing fantasy sports competition. On the Wharton Moneyball podcast, Fishman said that he wanted to bring an actuary … Continue reading “Michael Fishman”
Supported by Greenhaven Road Capital, finding value off the beaten path. Spoilers, like Reacher’s elbow, arrive fast and unexpectedly in this post. The Jack Reacher story by Lee Child is an ongoing, twenty-two book, series with the title character as a former Military Police officer acting as a good guy Goliath. Reacher has survived, in … Continue reading “Jack Reacher”
Supported by Greenhaven Road Capital, finding value off the beaten path. Rory Sutherland makes a good point. He notes that if you get into a great restaurant but it smells awful you’ll have a bad experience.David Ogilvy understood this too. Terry O’Reilly’s Under the Influence podcast is built around this idea and he says; “the reason … Continue reading “Sizzle and Steak”
Supported by Greenhaven Road Capital, finding value off the beaten path. At last Cade Massey was the interviewee rather than the interviewer. The podcast he co-hosts, Wharton Moneyball, is a lively discussion of sports analytics and a show we’ve covered before. These notes and quotes are from Massey’s appearance on Bet the Process. In addition … Continue reading “Cade Massey”
Supported by Greenhaven Road Capital, finding value off the beaten path. Incentives matter, so what are you measuring? Brendan Harris was a college baseball player and now works in the major leagues in player development. On Wharton Moneyball he talked about measuring the right incentives. “You had to hit .300 to move up a level. … Continue reading “Grab Bag #5”
Supported by Greenhaven Road Capital, finding value off the beaten path. The March 7th, 2018 Wharton Moneyball podcast was full of interviews Casey Massey conducted with 2018 SSAC attendees. This is the sports analytics conference we drew from for the Competitive Advantage & Sloan 2018 posts. … Mina Kimes articulated that data is not a panacea. … Continue reading “Moneyball 3/7/18”
Supported by Greenhaven Road Capital, finding value off the beaten path. Fresh off his World Series victory Jeff Luhnow sat down with the Wharton Moneyball guys to explain how he did it. Actually, that’s not true. The Moneyball interview is from months before the season and that’s even better. Rather than looking back and constructing … Continue reading “Jeff Luhnow”
Supported by Greenhaven Road Capital, finding value off the beaten path. Update: This is a two-parter. First, the update from Falk on Wharton Moneyball and below from his podcast with Zach Lowe. Getting lucky. When asked how he got started in analytics Falk said: “The short answer is right place, right time.” “But also the right … Continue reading “Ben Falk”
Supported by Greenhaven Road Capital, finding value off the beaten path. Mike Lombardi talked with Tate Fraiser about the preseason and first week of the NFL season. Here are some notes about how these ideas apply beyond football. 1/ The rest-stress balance. “The Redskins were one of those teams that went to training camp to … Continue reading “NFL 2017 #1”
Supported by Greenhaven Road Capital, finding value off the beaten path. Bill Simmons, Mike Lombardi, Joe House and Tate Fraiser covered NFL storylines in a podcast. Not much is happening, so, there’s not much to talk about. Unless you talk about the things other people have talked about. Let’s dig into the notes. 1/ Base … Continue reading “NFL Summer 2017 ‘Tawk’”
