Supported by Greenhaven Road Capital, finding value off the beaten path. People don’t want quarter-inch bits, wrote Theodore Levitt, they want quarter-inch holes. Readers don’t want blog posts, they want knowledge that leads to action. There were 6 things I think Sam Hinkie did well as General Manager of the Philadelphia 76ers. Be different but … Continue reading Sam Hinkie

Supported by Greenhaven Road Capital, finding value off the beaten path. Charles Koch was on the Freakonomics podcast – Why Hate the Koch Brothers?.  Hate doesn’t preclude learning. Charles Koch does some things right, things we can learn from. Let’s look at three. 1/ Create good conditions to argue well. “A critical part of our … Continue reading Charles Koch

Supported by Greenhaven Road Capital, finding value off the beaten path. The reverse chronological podcast feed is fertile ground for serendipity. Hearing interviews with Ben Carlson on Planet Microcap and Ryan Flaherty on The Tim Ferriss Podcast consecutively helped coalesce ideas about better decision making. 1/ KISS (keep it simple, stupid). “People assume they have to … Continue reading Finances and Fitness

Supported by Greenhaven Road Capital, finding value off the beaten path. Eric Maddox was the interrogator who laid the bricks in the road that led to Sadaam Hussein. His story as told in Mission: Black List #1 and in a podcast interview with Patrick O’Shaughnessy was both fascinating and instructive. The book is moviesque and I … Continue reading Eric Maddox

Supported by Greenhaven Road Capital, finding value off the beaten path. Our source: Let’s start with a story. When I was ten we moved to a new town. It was a typical move; new house, new friends, new school, new patterns, new memories. Another newness was that the town was bike friendly. I could ride … Continue reading Bill Gates and Warren Buffett

Supported by Greenhaven Road Capital, finding value off the beaten path. Brent Beshore was on the Invest Like the Best podcast with Patrick O’Shaughnessy and it was great. There was a lot of advice for business operators. Here are five things: Build a moat, not as easy as it sounds. Experiment, then do more of … Continue reading Brent Beshore

Jim Koch was on the How I Built This podcast to talk about founding Sam Adams. HIBT is one of my favorite podcast series, with interviews around Instagram, Spanx, Clif Bar, Airbnb, and Dermalogica. Podcast fans should subscribe. Here’s what I learned from Koch. Knowing things deeply. “Can I bum a quarter?” (low overhead) A sweet … Continue reading Jim Koch

Michael Mauboussin joined Barry Ritholtz on the Masters in Business podcast and I loved every minute of it. Mauboussin is great, and I’ve taken notes on some of his other conversations; Michael Mauboussin with Shane Parrish and another with Michael Mauboussin and Ritholtz. I saw a lot of tweets about this interview and someone said that what … Continue reading Michael Mauboussin 3

Oh boy. Ben Horowitz and Marc Andreessen joined Sonal Chokshi on their home turf, the a16z podcast to talk about the future of the world. It was good. After this podcast I wanted to work for Andreessen and Horowitz. It feels like they want to change the world for the better. Listen to this episode … Continue reading Marc Andreessen & Ben Horowitz

Burton Malkiel joined Barry Ritholtz to talk about markets, psychology, and technology on the Masters in Business podcast. The two covered a lot of familiar ground, so let’s get to it. 1/ More people means more competition. “As more and more good people get into something the opportunity goes away.” “The problem is, as the … Continue reading Burton Malkiel