Omissions

Supported by Greenhaven Road Capital, finding value off the beaten path. People view acts of omission—the absence of an act—as far less intrusive or harmful than acts of commission—the committing of an act—even if the outcomes are the same or worse. Psychologists call this omission bias, and it expresses itself in a broad range of … Continue reading Omissions

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

Kara Swisher

Supported by Greenhaven Road Capital, finding value off the beaten path. Kara Swisher joined Barry Ritholtz on the Masters in Business podcast. What a two-hour trip. We’ll touch on just a few things. Structure. In physical spaces there’s no ‘good’ or ‘bad’ but low-friction and high friction activities. An example is automotive infrastructure. Roads, intersections, … Continue reading Kara Swisher

John Hempton

Supported by Greenhaven Road Capital, finding value off the beaten path. John Hempton was on The Jolly Swagman podcast to talk about his career, investments, and work in Australia. Hempton’s a short seller, and not the first we’ve looked at. Marc Cohodes has been featured, twice. Jim Chanos has been featured twice too. Bethany McLean explained … Continue reading John Hempton

Hal Varian

Supported by Greenhaven Road Capital, finding value off the beaten path. Hal Varian is the author of two economics textbooks and co-author of Information Rules: A Strategic Guide to the Network Economy. Varian spoke at the ESMT business school in Berlin in 2018. Varian’s talk is titled Artificial Intelligence Economics and Industrial Organization. AI EIO, … Continue reading Hal Varian

Howard Marks, may the odds be ever in your favor

Supported by Greenhaven Road Capital, finding value off the beaten path. This post will use quotes from Howard Marks’s fall 2018 interviews with Barry Ritholtz,  Tim Ferriss, and the The Investor’s Podcast as well as an August 2018 talk at Wharton. You can listen; iTunes, Overcast, or Soundcloud. Or read; ePub. Howard Marks’ advice is … Continue reading Howard Marks, may the odds be ever in your favor