Hmm, 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”

Streaming, Sharing, Stealing

Supported by Greenhaven Road Capital, finding value off the beaten path. Michael Smith and Rahul Telang of Carnegie Melon University wrote an interesting book, Streaming, Sharing, Stealing: Big Data and the Future of Entertainment. Smith and Telang wrote this book because of a “perfect storm” in the economic entertainment ecosystem. Traditionally a few firms dominated … Continue reading “Streaming, Sharing, Stealing”

Avi Goldfarb & Ajay Agrawal

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”

James Aitken

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”

Eddy Elfenbein

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”