This blog is supported by Greenhaven Road Capital, finding value off the beaten path. My tallest reading hurdle is ignorance. Not willful, but present nonetheless. We all need a ledge to stand on and hoist ourselves up to new ideas. Podcast are great for this, so are YouTube videos. Daniel Kahneman’s Thinking Fast and Slow is an accessible, … Continue reading Daniel Kahneman

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. Bob Iger’s career began with a lucky break, “I came to ABC thanks to my uncle Bob’s bad eyesight,” and his coincidence in sharing a hospital room with a lower-level ABC executive. With a little more luck, a lot more hard work, and paying … Continue reading Bob Iger

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

Supported by Greenhaven Road Capital, finding value off the beaten path. Jerry Neumann again chatted with Patrick O’Shaughnessy on Invest Like the Best. Neuman is kind and curious and we’ve looked at some of his ideas already: He also turned us on to Rob Fitzpatrick, author of The Mom Test. Recently Neumann invested in Unsupervised … Continue reading Tyler Willis

Supported by Greenhaven Road Capital, finding value off the beaten path. Martin Lindstrom was doing research for LEGO. He was a good choice because he loved LEGOs. As a kid, Lindstrom built a LEGO Land in his backyard. It was so popular that one day two – kind – IP lawyers showed up and asked … Continue reading Martin Lindstrom

Supported by Greenhaven Road Capital, finding value off the beaten path. Ramit Sethi is a great interview. He’s on the podcast circuit because he’s updated I Will Teach You to be Rich. I like Ramit, in part because he’s a nice guy. Years ago I sent him an out-of-the-blue email about working for him. His … Continue reading Ramit Sethi

Supported by Greenhaven Road Capital, finding value off the beaten path. Kenneth Jeffrey Marshall spoke with Jake Taylor about his book, Good Stocks Cheap and what it means to be a value investor. We’ll also pull a few quotes from a 2017 Financial Sense Newshour interview. … Part of the reason Marshall wrote the was to help … Continue reading Kenneth Jeffrey Marshall

Supported by Greenhaven Road Capital, finding value off the beaten path. Before each NBA season, Bill Simmons and Joe House team up to pick over or under win totals for each team. Sports and forecasting go together like burgers and fries. We’ll use the Simmons and House section about the Utah Jazz (1:33:30) to look … Continue reading Simmons, House, and the Utah Jazz

Supported by Greenhaven Road Capital, finding value off the beaten path. Annie Duke joined Barry Ritholtz to talk about her book Thinking in Bets. The book is a good introduction to someone who wants to understand decision making. Here’s a YouTube playlist of clips of things Duke writes about: Thank you for creating this playlist. … Continue reading Annie Duke