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

CAA

Supported by Greenhaven Road Capital, finding value off the beaten path. After posts on Michael Ovitz, Pixar, and Streaming, Sharing, Stealing we’ll add Powerhouse/ CAA to our media library. Creative Artists Agency succeeded for all the normal reasons; they worked hard to deliver a product people valued. Their culture fit their strategy and they grew … Continue reading CAA

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

Seinfeldia

Supported by Greenhaven Road Capital, finding value off the beaten path. Seinfeld the show and Larry David and Jerry Seinfeld the writers, succeeded because of talent, luck, and culture. In her book, Seinfeldia, Jennifer Keishin Armstrong takes us to the set, through the history, and into once in a lifetime experience. What are the chances … Continue reading Seinfeldia

Charlan Nemeth

Supported by Greenhaven Road Capital, finding value off the beaten path. Charlan Nemeth’s conversation with Russ Roberts has, like a sledgehammer, both broken and reinforced an idea we cling to and trust; good arguments. Andy Grove wrote, “we developed a style of ferociously arguing with one another while remaining friends (we call this “constructive confrontation”).” Michael … Continue reading Charlan Nemeth