Michael Mauboussin V

Supported by Greenhaven Road Capital, finding value off the beaten path. If you aren’t familiar with Michael Mauboussin’s work the best introduction is this FT interview from 2017. Our notes will focus on his 2019 Invest Like the Best Podcast with Patrick O’Shaughnessy. … Stakeholders. One of the ILTB principles is that the podcast is … Continue reading “Michael Mauboussin V”

Ken Kocienda

Supported by Greenhaven Road Capital, finding value off the beaten path. Ken Kocienda contributed to Apple’s Safari web browser and the iPhone keyboard as an Apple engineer. He’s also the author of Creative Selection. Our notes will be from his 2019 conversion with a16z’s Frank Chen. Safari Until 2003, Mac computers used Microsoft’s Internet Explorer. … Continue reading “Ken Kocienda”

Bill Belichick

Supported by Greenhaven Road Capital, finding value off the beaten path. Notes from the May 2017 podcast between Bill Belichick and Paul Rabil. On Leadership. “The coaching part isn’t easy but I’ve had a lot of experience with that. It’s the overseeing of all the departments…the things that support our team…it all has to be … Continue reading “Bill Belichick”

Michael Fishman

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”

Sizzle and Steak

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”

Moneyball 3/7/18

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”