Mike's notes.
This post is two-for and it’s all about the future of jobs. Taylor Pearson joined James Altucher to talk about his book, The End of Jobs and Adam Davidson joined Russ Roberts to talk about the “Hollywood Model.” All four thinkers believe that the employment landscape is changing and they – and others we’ll dive… Continue reading Taylor Pearson, Adam Davidson, and the New Career Conditions
Want a daily email with one idea? It’s quick, fun, and sometimes helpful. Sign up here. Peter McGraw and Shane Mauss joined up to write Schtick to Business, a pop-science-pop-culture look at the ways comedians can force business people to see things with fresh eyes. While most books should be blog posts, this one felt… Continue reading Book Review: Schtick to Business
Tim Harford joined Tyler Cowen to speak about his career, production function, and why dice are something he couldn’t live without. Harford said this about debates: “I still think debating is underrated. People think that it’s a very elite thing, practiced by elite people from very posh schools and very privileged backgrounds and favors a… Continue reading Tim Harford’s Arguing Advice
When one product is similar to another there is competition. Businesses which compete on price lead to low-cost-high-volume winners. Thankfully, being dissimilar isn’t difficult. Many brands (Advil, Coca-Cola, Harvard) differentiate commodities by framing the context. Differentiation avoids the market mechanism. But that doesn’t mean things will be easy. Being the low-cost provider or being different… Continue reading Escaping College and Commodity Competition
Supported by Greenhaven Road Capital, finding value off the beaten path. Thomas Tull thought that Legendary Films could be better after he saw newspapers advertising The Hangover. Is this really how we should market this? Tull thought. As a sports fan who saw sabermetric’s ascent, he looked for an analytics group he could hire (buy)… Continue reading Matthew Marolda
Supported by Greenhaven Road Capital, finding value off the beaten path. Each year we do a brief recap, review, and emphasis on the Nudgestock conference hosted by Rory Sutherland and Ogilvy Change. Here are the notes from, 2018. Here is the post from 2019’s podcast recap. If someone wants more here’s the page of playlists. Rory… Continue reading Nudgestock 2019
Supported by Greenhaven Road Capital, finding value off the beaten path. Listen: iTunes, Overcast, or Soundcloud Good marketing isn’t good email marketing or omnichannel marketing or PPC management. Those are just actions. Good marketing, as people like David Trott, remind us, focus on the customer. With 30+ years of experience, that’s what Terry O’Reilly provides… Continue reading Terry O’Reilly
Supported by Greenhaven Road Capital, finding value off the beaten path. This post will use quotes from Howard Marks’s fall 2018 interviews with Barry Ritholtz, Tim Ferriss, and the The Investor’s Podcast as well as an August 2018 talk at Wharton. You can listen; iTunes, Overcast, or Soundcloud. Or read; ePub. Howard Marks’ advice is… Continue reading Howard Marks, may the odds be ever in your favor
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
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
The Waiter's Pad 