Marc Cohodes

Supported by Greenhaven Road Capital, finding value off the beaten path. Marc Cohodes @AlderLaneEggs is ornery. He spoke with George Pearkes on Bespokecast and it was great. Here are my notes. 1/ “Don’t let school get in the way of your education.” … 2/ When Cohodes looked at an early investment in high-fructose corn syrup … Continue reading Marc Cohodes

The Simpsons

Supported by Greenhaven Road Capital, finding value off the beaten path. The Simpsons is thirty. Wow. NPR’s Fresh Air had an episode that featured interviews through the years with different contributors. It was a fun trip down memory lane for someone – me – who grew up with that show. I was amazed that my parents even … Continue reading The Simpsons

Patrick Collison

Supported by Greenhaven Road Capital, finding value off the beaten path. Patrick Collison (Stripe, Atlas) talked to Jason Calacanis at the TWIST Launch 2017 event. Collison, says Tyler Cowen, is one of the smartest people he knows. Much like the Bill Gurley interview at Launch 2017, this could have been twice as long. We’ll take what we … Continue reading Patrick Collison

The Two-Jar Model

This post is available in podcast form. Search “Mike’s Notes” in your favorite player. The audio version includes Metallica, and audio of the block quotes below. It’s on Soundcloud too. Stop now if you don’t want to read another post centered around Michael Mauboussin. I’ve written about his podcast interviews three times(!!); Michael Mauboussin, Michael Mauboussin … Continue reading The Two-Jar Model