Taylor Pearson, Adam Davidson, and the New Career Conditions

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

Escaping College and Commodity Competition

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

Terry O’Reilly

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

Howard Marks, may the odds be ever in your favor

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

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

Charlie Munger

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