Bill Gurley

Supported by Greenhaven Road Capital, finding value off the beaten path. The podcast with Bill Gurley and Patrick O’Shaughnessy about direct listings and initial public offerings was financially, technologically and psychologically interesting. I don’t know if Gurley’s emphasis is appropriate, but it’s clear what he needs to do, reframe the situation. Gurley and O’Shaughnessy expect that … Continue reading Bill Gurley

Alex Rampell

Supported by Greenhaven Road Capital, finding value off the beaten path. Alex Rampell started TrialPay, a company that advertised to consumers at the point of purchase. Say you visited Fandango for information (movie showtimes), not consumption (ticket purchase). But you see an ad where Netflix offers a free ticket if you sign up. Well I … Continue reading Alex Rampell

Katrina Lake

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

Meb Faber

Supported by Greenhaven Road Capital, finding value off the beaten path. Meb Faber joined Patrick O’Shaughnessy to talk about podcasting, having a jobby, and his forever fund. Here are the notes. 1/ Design your behavior. “So many people talk about the illiquidity in angel investing as a negative but in reality, I think it’s a massive … Continue reading Meb Faber