Supported by Greenhaven Road Capital, finding value off the beaten path. Martin Lindstrom was doing research for LEGO. He was a good choice because he loved LEGOs. As a kid, Lindstrom built a LEGO Land in his backyard. It was so popular that one day two – kind – IP lawyers showed up and asked … Continue reading Martin Lindstrom

Supported by Greenhaven Road Capital, finding value off the beaten path. Ramit Sethi is a great interview. He’s on the podcast circuit because he’s updated I Will Teach You to be Rich. I like Ramit, in part because he’s a nice guy. Years ago I sent him an out-of-the-blue email about working for him. His … Continue reading Ramit Sethi

Supported by Greenhaven Road Capital, finding value off the beaten path. Kenneth Jeffrey Marshall spoke with Jake Taylor about his book, Good Stocks Cheap and what it means to be a value investor. We’ll also pull a few quotes from a 2017 Financial Sense Newshour interview. … Part of the reason Marshall wrote the was to help … Continue reading Kenneth Jeffrey Marshall

Supported by Greenhaven Road Capital, finding value off the beaten path. Before each NBA season, Bill Simmons and Joe House team up to pick over or under win totals for each team. Sports and forecasting go together like burgers and fries. We’ll use the Simmons and House section about the Utah Jazz (1:33:30) to look … Continue reading Simmons, House, and the Utah Jazz

Supported by Greenhaven Road Capital, finding value off the beaten path. Annie Duke joined Barry Ritholtz to talk about her book Thinking in Bets. The book is a good introduction to someone who wants to understand decision making. Here’s a YouTube playlist of clips of things Duke writes about: Thank you for creating this playlist. … Continue reading Annie Duke

Supported by Greenhaven Road Capital, finding value off the beaten path. Our mission here is a sort of mental find/replace function. We want to find existing ideas and replace them with new ones. Sometimes this works. Sometimes it doesn’t. Shane Parrish gave the best warning about this, saying that you can’t just give employees 20% … Continue reading Steve Vassallo

Supported by Greenhaven Road Capital, finding value off the beaten path. On Freakonomics, Stephen Dubner brought to light the work of the Behavior Change for Good Initiative. All the lectures are available on YouTube, including the hour-long fireside chat with Danny Kahneman. The podcast was good, and on the heels of our Rory Sutherland Week – … Continue reading U-Penn Consumer Psychology Minor

Supported by Greenhaven Road Capital, finding value off the beaten path. This post was part of a week of posts about Rory Sutherland. I learned many things, but broadly Sutherland speaks about four big ideas; creative thinking is hard but worth it, rationality is the wrong model, framing and choice architecture change decisions, and butterfly … Continue reading Rory Week – Rory’s Reads

Supported by Greenhaven Road Capital, finding value off the beaten path. This post was part of a week of posts about Rory Sutherland. I learned many things, but broadly Sutherland speaks about four big ideas; creative thinking is hard but worth it, rationality is the wrong model, framing and choice architecture change decisions, and butterfly … Continue reading Rory Week – Framing