Stakeholders

Supported by Greenhaven Road Capital, finding value off the beaten path. This pdf, or podcast; iTunes, Overcast, or Soundcloud, offers examples and stories about thinking about stakeholders.  If you like the blog, you’ll like this. It’ll take about 20 minutes to read. From the introduction: A stakeholder is anyone or anything you commit to. Stakeholders … Continue reading “Stakeholders”

TIL2017 – Stakeholders

Supported by Greenhaven Road Capital, finding value off the beaten path. This post is part of the TIL2017 Summary Series. Eliud Kipchoge said, “one-hundred percent of me is nothing compared to one percent of my team.” Even solo-efforts like running a marathon take a team to get ready for. The best results come when those … Continue reading “TIL2017 – Stakeholders”

Andreessen and Horowitz on 10 years

Supported by Greenhaven Road Capital, finding value off the beaten path. Ben Horowitz and Marc Andreessen were interviewed by Stewart Butterfield about their ten years at a16z. We’ll frame three rhetorical questions from the interview. How to start? Copy a16z started by copying Michael Ovitz’s model at CAA. Horowitz said, “We probably saved five years … Continue reading “Andreessen and Horowitz on 10 years”

Michael Mauboussin V

Supported by Greenhaven Road Capital, finding value off the beaten path. If you aren’t familiar with Michael Mauboussin’s work the best introduction is this FT interview from 2017. Our notes will focus on his 2019 Invest Like the Best Podcast with Patrick O’Shaughnessy. … Stakeholders. One of the ILTB principles is that the podcast is … Continue reading “Michael Mauboussin V”

Tom Goodwin

Supported by Greenhaven Road Capital, finding value off the beaten path. Thanks to @DavidWakeman we’re going down a Tom Goodwin rabbit hole. Goodwin is @TomFGoodwin on Twitter, writes at LinkdIn, and author of Digital Darwinism. A three part story on listening to customers. pic.twitter.com/T6rmbu0v10 — Tom Goodwin (@tomfgoodwin) April 7, 2019 Stakeholders Goodwin got fired from … Continue reading “Tom Goodwin”

Kenneth Jeffrey Marshall

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”

Bruce Greenwald

Supported by Greenhaven Road Capital, finding value off the beaten path. Bruce Greenwald spoke in 2005 about value investing. He noted, “There is overwhelming statistical evidence that markets are not efficient.” But finding inefficiencies is tricky. Ask, said Greenwald, “Why has God been so kind – or whoever it is who does this – as … Continue reading “Bruce Greenwald”

Jerry Murrell

Supported by Greenhaven Road Capital, finding value off the beaten path. Once again, How I Built this with Guy Raz delivers a compelling and concrete startup story, this time with Jerry Murrell, founder of Five Guys burgers. Patrick Doyle of Domino’s and Dave Chang embody and execute the barbelling of dining. Domino’s optimizes while Chang innovates … Continue reading “Jerry Murrell”

Rob Fitzpatrick

Supported by Greenhaven Road Capital, finding value off the beaten path. Jerry Neumann uses Rob Fitzpatrick’s book, The Mom Test in his Spring 2019 class. Spring from there, we’ll work our way through a number of talks and interviews Fitzpatrick has given about his 2013 book. This isn’t our first alt-school approach. We made a … Continue reading “Rob Fitzpatrick”