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

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

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

Supported by Greenhaven Road Capital, finding value off the beaten path. This is our fourth(!!) post from a Michael Mauboussin podcast. There were these; Michael Mauboussin and Michael Mauboussin from conversations with Barry Ritholtz, and one – Michael Mauboussin – from The Knowledge Project podcast. I think what appeals to me about Mauboussin’s interviews is … Continue reading Michael Mauboussin

Supported by Greenhaven Road Capital, finding value off the beaten path. This post is part of the TIL2017 Summary Series. As we saw in the Rory Week posts, presentation matters. Which is why we say to “argue well” rather than “avoid yes men.” Arguing well is doing, not avoiding. Here’s how people suggested it this … Continue reading TIL2017 – Argue

Supported by Greenhaven Road Capital, finding value off the beaten path. Sloan Conference week continues! Monday it was how General Managers make decisions, today is all about the NFL. It’s easy to say “coaches should stop punting!” yet they keep doing it because punting is a conventional failure. “No one got fired for buying IBM,” … Continue reading Please stop punting

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

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

Supported by Greenhaven Road Capital, finding value off the beaten path. Bill Simmons, Mike Lombardi, Joe House and Tate Fraiser covered NFL storylines in a podcast. Not much is happening, so, there’s not much to talk about. Unless you talk about the things other people have talked about. Let’s dig into the notes. 1/ Base … Continue reading NFL Summer 2017 ‘Tawk’

Supported by Greenhaven Road Capital, finding value off the beaten path. What important truth do very few people agree with you on? That’s the gist of Zero to One. Right? That’s what I thought but I may have missed the point. After the 2016 election cycle – where Thiel was in the news – I … Continue reading Zero to One (revisited)