Charles Koch

… Supported by Greenhaven Road Capital, finding value off the beaten path. When Charles Koch spoke was on the Freakonomics podcast we took notes. Those are here. To recap. Leaders must create the conditions to argue well. A healthy mix of centralized and decentralized command works well. Systems are one orientation, goals are another. This … Continue reading Charles Koch

Pat Dorsey

Supported by Greenhaven Road Capital, finding value off the beaten path. Pat Dorsey joined Patrick O’Shaughnessy to talk (part1, part 2] about good business. There were two themes. First about operations; what operators should know about running a business. Then about observations; what investors should look for in a business. Ready? … Operations. “The most finite asset … Continue reading Pat Dorsey

Charlie Munger

Supported by Greenhaven Road Capital, finding value off the beaten path. Unsurprisingly we’ve covered Munger before; using Damn Right (post), the 2017 Daily Journal Meeting, and using Tren Griffin’s Book (twice!). Today’s source is a 2017 conversation at the University of Michigan. My favorite quote was this: “I was not a courageous, adventuresome, admirable man. I … Continue reading Charlie Munger

Guy Spier

Supported by Greenhaven Road Capital, finding value off the beaten path. Guy Spier joined Preston Pysh on The Investor’s Podcast for an hour on Bitcoin. Just kidding, though there was a Bitcoin discussion there was a lot more. When asked how to build patience Spier said,  “you can’t build patience and temperament in isolation, it … Continue reading Guy Spier

Jeremy Liew

Supported by Greenhaven Road Capital, finding value off the beaten path. Jeremey Liew – partner at Lightspeed Ventures – talked with Kara Swisher on the Recode Decode podcast. Ever since hearing Kara Swisher talk to Ezra Klein I’ve noticed that her interviews stand out. She just lets the guests talk and doesn’t have a list of questions … Continue reading Jeremy Liew