Mike's notes.
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
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 … Continue reading Nudgestock 2019
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
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
Supported by Greenhaven Road Capital, finding value off the beaten path. Good designs get awards, great designs get ignored. Design can be physical like a home or office, technological like a user interface or operating systems, or personal like habits and beliefs. If we reframe everything as designed then we can adopt the roll of … Continue reading Marc Stickdorn
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
Supported by Greenhaven Road Capital, finding value off the beaten path. Scott Belsky spoke with Debbie Millman about his career at Adobe, in VC, and writing The Messy Middle. More than work. Belsky said he learned a lot from his grandfather, “things I wanted to emulate but not emulate as well.” For instance, “I think … Continue reading Scott Belsky
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
Sponsored by Greenhaven Road Capital, finding value off the beaten path. Daryl Morey was on the Woj Pod with Adrian Wojnarowski to talk about building a team and while the episode was short, it was long with good advice. We’ve praised Morey many times. Morey told Woj that his executive of the year trophy is still … Continue reading Daryl Morey
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
The Waiter's Pad 