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”

NFL Summer 2017 ‘Tawk’

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’”