Andy Rachleff

Supported by Greenhaven Road Capital, finding value off the beaten path. Andy Rachleff joined Jason Calacanis for a nice seventy-five minutes of startup, investment, and strategy talk. Much like his conversation with Aaron Watson, Rachleff reminds us to revisit Howard Marks. Here are my notes. … Luck Rachleff started venture investing in 1996, “Right when Netscape … Continue reading Andy Rachleff

Dan Egan

Supported by Greenhaven Road Capital, finding value off the beaten path. Dan Egan spoke with Ted Seides on Capital Allocators. I can’t get enough of these behavioral economics folks. From Richard Thaler to Rory Sutherland – if you have some favorites let me know. … There are lots red flags when evaluating people or businesses … Continue reading Dan Egan

Incentives

Supported by Greenhaven Road Capital, finding value off the beaten path. In his podcast with Patrick O’Shaugnessy, Brent Beshore explained how he’s amended his view on incentives and rationality. Beshore’s shifted to a more local approach. The view from ten thousand feet is that doing drugs is bad. The view from the street is different. The … Continue reading Incentives

Harry’s

How to create a direct to consumer company (the Harry’s Razor template) The TWIST podcast between Jason Calacanis and Andy Katz-Mayfield was a wonderful hour about company creation. Katz-Mayfield told stories about starting Harry’s, and Calacanis asked thoughtful questions about the experience. As I listened I wondered, what if Katz-Mayfield’s experience isn’t just his own … Continue reading Harry’s