How to complete next year’s NCAA Men’s Basketball bracket

A quarantine activity in my sister-in-law’s family is buying stocks. Stonks. Gamestonks? Each week, each kid, gets five dollars. They invest in whatever they want. The best returns, to date, are from my niece. She’s 8. Her name begins with ‘T’ so her stock choices begin with ‘T’. She owns Tesla. My three nieces and … Continue reading How to complete next year’s NCAA Men’s Basketball bracket

Are you tired? Is that really the question?

“When faced with a difficult question, we often answer an easier one instead, usually without noticing the substitution.” Daniel Kahneman We probably do this a lot more than we think. Consider how many decisions we face in a day, how many are automatic, and how many switches go unnoticed. It happens to everyone. In a recent post, Scott Alexander … Continue reading Are you tired? Is that really the question?

Bob Iger

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

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

Tyler Willis

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