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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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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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Hallmark

Supported by Greenhaven Road Capital, finding value off the beaten path. On Variety’s Strictly Business podcast, Bill Abbott, president and CEO of Hallmark Channel parent Crown Media Family Networks spoke about the obstacles of running the business. “When you say it’s a ‘Hallmark movie, you know what it is.”  There’s a lot of emphasis on […]

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Pauline Brown

Supported by Greenhaven Road Capital, finding value off the beaten path. Pauline Brown was on the Hidden Forces podcast to talk about her work at LVMH and her book, Aesthetic Intelligence. Brown’s framework requires two guidelines. First, everything is a want. Short of tragedy, modernity has only wants. People need minimum shelter, food, and safety […]

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Barefoot Wine

Supported by Greenhaven Road Capital, finding value off the beaten path. Wine, like movies and restaurants, is a difficult business. If potential profits weren’t enough, social glamour sweetens the pot. Of course, that’s our 2019 view. Michael Houlihan and Bonnie Harvey founded Barefoot Wine in 1986 and the conditions were quite different. French wines ruled […]

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Nudgestock 2019

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 […]

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Richard Shotton

Supported by Greenhaven Road Capital, finding value off the beaten path. Richard Shotton remembers the time and place. He was in the back of a cab and in a sour mood. He’d finished a trainwreck client meeting. To mentally escape he opened a book and read the story of Kitty Gervase. Shotton entered the book, […]

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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 […]

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Simmons and Gladwell

Supported by Greenhaven Road Capital, finding value off the beaten path. Are Bill Simmons and Malcolm Gladwell good decision makers? Yes, yes they are. In this episode we’ll explore how they make good decisons, the narrative fallacies that trip us all up, and why understanding does not imply aggreement. Listen: iTunes, Overcast, or Soundcloud The […]

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Eric Ries

Supported by Greenhaven Road Capital, finding value off the beaten path. Eric Ries joined Ted Seides to talk about his book (The Lean Startup) and his startup (Long-Term Stock Exchange). At Ries’s first startup the business plan was a “beautiful artifact,” created with stealth operations. It was going to work, for sure. “If the customers […]