… 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

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

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

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

Supported by Greenhaven Road Capital, finding value off the beaten path. This post is part of the TIL2017 Summary Series. Along with internal objectivity (know thyself) comes external objectivity. This is seeing the world as it is, not as you’d like it to be. This came up as ‘tailwinds.’ That is, understand what part of … Continue reading TIL2017 – External objectivity

Supported by Greenhaven Road Capital, finding value off the beaten path. Brad Gilbert won an Olympic medalist, participated on Davis Cup teams, and coached Andre Agassi. In his book Winning Ugly he writes about winning at tennis. The book is really about winning at anything. Let’s see how. … The first step to winning is … Continue reading Brad Gilbert

Supported by Greenhaven Road Capital, finding value off the beaten path. Marcus Lemonis spoke with James Altucher about his show television show The Profit and what he’s learned after four season. Here are my notes. Photo by Andy Rusch. 10,000 hours and youth soccer? 10,000 hours or youth soccer. “To be a business owner it’s … Continue reading Marcus Lemonis

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

Supported by Greenhaven Road Capital, finding value off the beaten path. Part 1 was a large overview of reading more. Part 2 was about my specific note taking for physical books I own. For Part 3 I want to address three things. Preparing the mind. Preparing the body. Preparing the scene. Your reading goals (NOT books … Continue reading Reading – III