Podcast of the Week: The Private Life Cycle Of Businesses

Before you open a spreadsheet, ask “how old is this thing behaving?”  Aswath Damodaran, aka Professor Damodoran, aka the guy who literally wrote THE (textbook) BOOKS on business valuation, says there are no meaningful numbers without stories.  So when it comes to valuing a business, you can and should look at the numbers, but you … Continue reading Podcast of the Week: The Private Life Cycle Of Businesses

Podcast Of The Week: This Week In Doom

There’s only one episode up as of when I’m writing this, but Grant Williams and Doomberg (two excellent finance follows on Twitter and via their newsletters) are teaming up for something very special. Both are broad-level (aka “macro”) thinkers with substantial professional backgrounds. Both are tuned to think opportunistically about conditions, which means regularly untangling … Continue reading Podcast Of The Week: This Week In Doom

Podcast Of The Week: Software Is (Still Working On) Eating The World

Marc Andreessen on the invest like the best podcast

Maybe you won’t agree with everything Marc Andreessen says, but you have to admire the way the man constructs an argument and organizes his thoughts. If you have to think or speak in public, an interview like this is a masterclass. The big thread running through the entire episode is how software ate half of … Continue reading Podcast Of The Week: Software Is (Still Working On) Eating The World

He Made A Few Billion, But Wanted To Talk About The Knicks

Coinbase made its public markets debut as a $100 billion dollar listing last week. Fred Wilson and his firm, Union Square Ventures, helped lead their Series A back in 2013. They turned 5 million into almost $5 billion over that period of time. The day Coinbase went public - what was Fred thinking about besides … Continue reading He Made A Few Billion, But Wanted To Talk About The Knicks

Charlie Munger On Making Improvements And Accepting Change

Charlie Munger lurks the internet trying to make me pick fights with myself. As you might expect from any other 97-year-old investment and business zen master, he’s got quotes circulating the world just waiting to sneak up and punch you in the gut. Broken ribs have never been so much fun. This one might even … Continue reading Charlie Munger On Making Improvements And Accepting Change

Podcast Of The Week: Experts Come From Out Of Town – A Masterclass In Mentorship From Tren Griffin And James O’Shaughnessy

Full disclosure: I could listen to Tren Griffin and James O’Shaughnessy talk all day. An hour in podcast form is a gift. I’ll be a fly on the wall for them talking any time. At the highest level, if you have an interest in mentoring others, here are two brilliant people with long careers leading … Continue reading Podcast Of The Week: Experts Come From Out Of Town – A Masterclass In Mentorship From Tren Griffin And James O’Shaughnessy

Talkin’ Disruption: Putting Disruption Theory Into Practice In Any Industry

Andy Grove did the unthinkable at Intel. They had a category-dominating, high-profit margin product in the Pentium processor. All they had to do was not screw it up and the profits were theirs for the taking. But, that wasn’t good enough for Grove. A pesky little academic theory about “disruption” had him thinking. It took … Continue reading Talkin’ Disruption: Putting Disruption Theory Into Practice In Any Industry

Process Saves Us From The Poverty Of Our Intentions

“Process saves us from the poverty of our intentions.” That’s the quote Seth Godin says inspired his latest book, The Practice: Shipping Creative Work. If we want to get our work out and into the world, we have to start somewhere. Once we start, we have to keep going. If we keep at it long … Continue reading Process Saves Us From The Poverty Of Our Intentions