Supported by Greenhaven Road Capital, finding value off the beaten path. Brent Beshore and the Adventur.es crew have a page on their website dedicated to Amazon, comparing the company to a gorilla and the Borg. They step cautiously around businesses that might enter that Seattle based gravitational field and that might pass the event horizon … Continue reading Adventures with Amazon

Supported by Greenhaven Road Capital, finding value off the beaten path. Thanks to @DavidWakeman we’re going down a Tom Goodwin rabbit hole. Goodwin is @TomFGoodwin on Twitter, writes at LinkdIn, and author of Digital Darwinism. A three part story on listening to customers. pic.twitter.com/T6rmbu0v10 — Tom Goodwin (@tomfgoodwin) April 7, 2019 Stakeholders Goodwin got fired from … Continue reading Tom Goodwin

Supported by Greenhaven Road Capital, finding value off the beaten path. In a Real Vision interview, Marc Cohodes said he was now friends with Rick Federico of P.F. Chang who called him and said, ‘Whatever your issues, at least reach out to me first.’ Cohodes was impressed by this, by a leader who welcomes good … Continue reading Patrick Doyle

Supported by Greenhaven Road Capital, finding value off the beaten path. Austen Allred joined David Perell to talk about Lambda School. Come to school for free and then pay us back a part of your salary for a set period of time. The repayment dollars and days are limited. Lambda School is a great idea, … Continue reading Austen Allred

Supported by Greenhaven Road Capital, finding value off the beaten path. Michael Fishman is the Assistant GM of the New York Yankees. Fishman majored in Math at Yale, computed insurance risks as an actuary, and won a surfing fantasy sports competition. On the Wharton Moneyball podcast, Fishman said that he wanted to bring an actuary … Continue reading Michael Fishman

Supported by Greenhaven Road Capital, finding value off the beaten path. Someone tweeted about the value rereading books. The books don’t change but the reader does. In that spirit, we’ve revisited Zero to One and today will revisit Moneyball. Michael Lewis’s bestseller from 2003 is the quinceanera of sports analytics. Birthed by Bill James in … Continue reading Moneyball revisited

Supported by Greenhaven Road Capital, finding value off the beaten path. On Masters of Scale Reid Hoffman spoke with John Elkann of Fiat. It wasn’t until finishing this post that I realized the similarities between Elkann at Fiat and Andy Grove at Intel. … Curiosity + Humility . “I always enjoyed solving problems, I still … Continue reading John Elkann

Supported by Greenhaven Road Capital, finding value off the beaten path. On How I Built This Tariq Farid tells Guy Raz about his careers mowing lawns, cleaning McDonald’s bathrooms, and opening flower shops before starting and growing Edible Arrangments to six-hundred million dollars in revenue. The tl;dr version is like the Susan Tynan of Framebridge (and … Continue reading Tariq Farid

Supported by Greenhaven Road Capital, finding value off the beaten path. Barry Ritholtz interviewed John Montgomery of Bridgeway Capital Managment and it was fantastic. Episodes like this are why I love podcasts. I knew nothing of Montgomery but got to spend an hour learning from him. Behavioral finance lightbulbs. Montgomery’s first behavioral finance insight occurred … Continue reading John Montgomery

Supported by Greenhaven Road Capital, finding value off the beaten path. Alex Blumberg was on James Altucher’s show to talk about being a leader at Gimlet and making good podcasts. Here are the notes. … 1/ Be naive. “You don’t even know how hard the thing you’re thinking about doing is.” Not knowing how hard … Continue reading Alex Blumberg 3