Cade Massey

Supported by Greenhaven Road Capital, finding value off the beaten path. At last Cade Massey was the interviewee rather than the interviewer. The podcast he co-hosts, Wharton Moneyball, is a lively discussion of sports analytics and a show we’ve covered before. These notes and quotes are from Massey’s appearance on Bet the Process. In addition … Continue reading Cade Massey

Chris Douvos

Supported by Greenhaven Road Capital, finding value off the beaten path. Chris Douvos spoke with Patrick O’Shaughnessy, Ted Seides, and gave a pair of presentations at Stanford (2016 & 2017) that we will use for these notes on venture capital investing. Douvos’s investing career began with some choice teachers; David Swensen at Yale, experience at Princeton, … Continue reading Chris Douvos

David Ogilvy

Supported by Greenhaven Road Capital, finding value off the beaten path. Much like our posts on Rory Sutherland, IDEO, and Bill Belichick, this is a deeper dive. David Ogilvy succeeded as a Madison Avenue advertising executive for multiple reasons, including these three: He was objective in his research. If the facts differ from your beliefs, change … Continue reading David Ogilvy

Peak performance: Marathon running

Supported by Greenhaven Road Capital, finding value off the beaten path. Holy guacamole this was inspiring, but I’m a runner, fan of documentaries, and lover of musically backed sweeping drone footage. It’s about Nike’s attempt to break the two-hour marathon barrier. If you don’t know, they got damn close, 2:00:25. Beyond the story, the documentary … Continue reading Peak performance: Marathon running

Ben Falk

Supported by Greenhaven Road Capital, finding value off the beaten path. Update: This is a two-parter. First, the update from Falk on Wharton Moneyball and below from his podcast with Zach Lowe. Getting lucky. When asked how he got started in analytics Falk said: “The short answer is right place, right time.” “But also the right … Continue reading Ben Falk