Streaming, Sharing, Stealing

Supported by Greenhaven Road Capital, finding value off the beaten path. Michael Smith and Rahul Telang of Carnegie Melon University wrote an interesting book, Streaming, Sharing, Stealing: Big Data and the Future of Entertainment. Smith and Telang wrote this book because of a “perfect storm” in the economic entertainment ecosystem. Traditionally a few firms dominated … Continue reading Streaming, Sharing, Stealing

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

James Aitken

Supported by Greenhaven Road Capital, finding value off the beaten path. James Aitken spoke with Ted Seides on the Capital Allocators podcast. What I liked most about this episode was Aitken’s approach to interestingness. We’ve written about that’s interesting moments before. Eric Maddox had his in Iraq. Brian Koppelman had his and it inspired Billions … Continue reading James Aitken