Search Results for: "that's interesting"

Supported by Greenhaven Road Capital, finding value off the beaten path. One theme that’s come up on this blog are moments where someone thinks, “Hmm, that’s interesting.” These ideas emerge when someone’s perception of the world doesn’t match reality. When this happens we can do three things. Dismiss reality (stubborn), That person is an idiot. Of … Continue reading “Hmm, That’s Interesting”

Supported by Greenhaven Road Capital, finding value off the beaten path. Avi Goldfarb and Ajay Agrawal spoke at Google about Prediction Machines. They wrote the book because they noticed more AI startups in Toronto and more AI investing in the Bay. “We got to see both the flood of companies coming into our lab in … Continue reading “Avi Goldfarb & Ajay Agrawal”

Supported by Greenhaven Road Capital, finding value off the beaten path. James Aitken spoke with Ted Seides on the Capital Allocators podcast. What I liked most about this episode was Aitken’s approach to interestingness. We’ve written about that’s interesting moments before. Eric Maddox had his in Iraq. Brian Koppelman had his and it inspired Billions … Continue reading “James Aitken”

Supported by Greenhaven Road Capital, finding value off the beaten path. Joel Greenblatt joined Barry Ritholtz for a strong seventy or so minutes. Even though I’ve read (but need to re-read) You Can Be A Stock Market Genius I still enjoyed this episode. On to the annotations! … A new Point of View. Greenblatt had … Continue reading “Joel Greenblatt”

Supported by Greenhaven Road Capital, finding value off the beaten path. When my wife’s first fix arrived the value was obvious. Stitch Fix founder, Katrina Lake’s How I Built This podcast (and other interviews) are another template for startups. It’s a similar path to Instagram & theSkimm, only Lake has taken one further step, straddling … Continue reading “Katrina Lake”

Supported by Greenhaven Road Capital, finding value off the beaten path. These notes will be an overview of some ideas from the 2018 Sloan Sports Analytics Conference. … Intellectual honesty. “We took pride in building a culture where we loved each other enough to tell each other what we needed to hear. If you can … Continue reading “Ideas — Sloan 2018”

Supported by Greenhaven Road Capital, finding value off the beaten path. I saw this: Going to read a book a day this week away from kids. What is the most interesting non-fiction you’ve read that is a “deep” instead of “broad” book? — Patrick OShaughnessy (@patrick_oshag) January 14, 2018 And thought, that’s interesting let’s see … Continue reading “Deep Books”

Supported by Greenhaven Road Capital, finding value off the beaten path. Eddy Elfenbein spoke with George Pearkes on the Bespoke podcast. Articulate individual investors like Elfenbein provide a nice glimpse of markets and decision making. Elfenbein and Pearkes are both fans of a multidisciplinary approach to understanding markets. “I liked the stock market,” said Elfenbein, “but … Continue reading “Eddy Elfenbein”

Supported by Greenhaven Road Capital, finding value off the beaten path. “Something was bothering me about the Tampa Bay Rays, the winners of the division in 2010,” wrote Joe Peta, and his journey from Wall Street to the warning track began with a That’s Interesting moment. Peta, a former sell side market maker at Lehman … Continue reading “Joe Peta”

Supported by Greenhaven Road Capital, finding value off the beaten path. Ben Sasse (@BenSasse) joined Tyler Cowen to talk about his book, and living in small towns and Neverland. As expected, this is truly a “Conversation with Tyler.” Here are the notes: 1/ That’s interesting, maybe I should measure it. Our That’s Interesting post looked … Continue reading “Ben Sasse”