Belichick – Seek counterfactuals

Supported by Greenhaven Road Capital, finding value off the beaten path. It’s Super Bowl week and what better way to celebrate that dig into the thinking behind one of the coaches (and general manager) at the game? The posts this week come from this short book.  In my readings there were five big ideas that … Continue reading “Belichick – Seek counterfactuals”

Belichick – Top-down support

Supported by Greenhaven Road Capital, finding value off the beaten path. It’s Super Bowl week and what better way to celebrate that dig into the thinking behind one of the coaches (and general manager) at the game? The posts this week come from this short book. In my readings there were five big ideas that … Continue reading “Belichick – Top-down support”

Belichick – pattern recognition

Supported by Greenhaven Road Capital, finding value off the beaten path. It’s Super Bowl week and what better way to celebrate that dig into the thinking behind one of the coaches (and general manager) at the game? The posts this week come from this short book. In my readings there were five big ideas that … Continue reading “Belichick – pattern recognition”

Red Teaming like Bill Belichick

In the first post on Bill Belichick I noted that it was part of a larger work in progress. That work is done. It’s an e-book available on Amazon.com – free from October 12 through October 15. It’s shortish, about 7,000 words, and looks at five red team tools that Bill Belichick uses. Inversion. Turn the … Continue reading “Red Teaming like Bill Belichick”

Bill Belichick (invert, always invert)

My complete thoughts on Belichick are available on Amazon. This post is part one of five.  Inversion Pattern recognition Top-down support Argue well Seek counterfactuals Drawing on inspiration from David Halberstam’s The Education of a Coach we’ll look at how Bill Belichick prepares by red teaming, specifically the act of inversion.  Red teaming is the creation, … Continue reading “Bill Belichick (invert, always invert)”

Chris Douvos

Supported by Greenhaven Road Capital, finding value off the beaten path. Chris Douvos spoke with Patrick O’Shaughnessy, Ted Seides, and gave a pair of presentations at Stanford (2016 & 2017) that we will use for these notes on venture capital investing. Douvos’s investing career began with some choice teachers; David Swensen at Yale, experience at Princeton, … Continue reading “Chris Douvos”

David Ogilvy

Supported by Greenhaven Road Capital, finding value off the beaten path. Much like our posts on Rory Sutherland, IDEO, and Bill Belichick, this is a deeper dive. David Ogilvy succeeded as a Madison Avenue advertising executive for multiple reasons, including these three: He was objective in his research. If the facts differ from your beliefs, change … Continue reading “David Ogilvy”

Michael Mauboussin

Supported by Greenhaven Road Capital, finding value off the beaten path. This is our fourth(!!) post from a Michael Mauboussin podcast. There were these; Michael Mauboussin and Michael Mauboussin from conversations with Barry Ritholtz, and one – Michael Mauboussin – from The Knowledge Project podcast. I think what appeals to me about Mauboussin’s interviews is … Continue reading “Michael Mauboussin”