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Stakeholders

Supported by Greenhaven Road Capital, finding value off the beaten path. A reader sent along the following story about Robert Rodriguez who (partially) rose to prominence for making the film El Mariachi for seven thousand dollars in 1992. The movie has now grossed more than two million dollars. Rodriguez’s IMDB profile is incredible with double-digit […]

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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 […]

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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 […]

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Netflix’s Two Customers

‘Who is my customer?’ is a key business question and the ways a company looks at that question influences its approach. For Reed Hastings the question is oriented around media consumers and media producers. The consumers. These two stakeholders influence the strategy. About the 1.5X speed feature that so many railed against, Hastings said, “it’s […]

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Thomas Tull

Supported by Greenhaven Road Capital, finding value off the beaten path. Former Chairman of Legendary Films, Thomas Tull spoke with Shane Parrish. A key insight to Rory Sutherland’s book Alchemy that we keep coming back to is doing more with less through psychological suggestion rather than physical improvement. One form of that is a see-it-to-believe-it moment. Tull experienced […]

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Daniel Ek

Supported by Greenhaven Road Capital, finding value off the beaten path. Daniel Ek spoke with Patrick O’Shaughnessy about Spotify. It was fantastic. Music streaming seems like a difficult business because of the supplier power, competition, legacy agents, defaults, bundles, and varied stakeholders but Ek and his teams seem well prepared. Let’s see how. The theme […]

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Akre’s Advantage

Supported by Greenhaven Road Capital, finding value off the beaten path. When addressing the social science replicability crisis, Rory Sutherland said something to the effect, for me it doesn’t matter that it doesn’t repeat in the lab, all that matters is that it might work on the street. In his Talk at Google, investor Chuck […]

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Market Mechanism

Supported by Greenhaven Road Capital, finding value off the beaten path. I was reading an investor’s letter to his stakeholders and saw a new ticker: ‘undisclosed position A’. Hmm, curious. Then I read the next line: ‘undisclosed position B’. This isn’t abnormal as someone builds a position and it’s important to understand why. The simple answer is […]

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How to go to film school without going to film school.

Supported by Greenhaven Road Capital, finding value off the beaten path. Industries are professionalizing. Basketball players went from drinking beer and smoking cigarettes during halftime to training and managing their brand over the summer. Entrepreneurs went from managing by the seat of their pants to building a leadership skillset and professional network. Podcasting has gone […]

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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 […]