Mike's notes, in audio.
…
continue reading
1
From farm to city to car to circuit, the consumer’s story.
23:50
23:50
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
23:50
See more at http://thewaiterspad.com
…
continue reading
More: https://thewaiterpad.com
…
continue reading
More at https://thewaiterspad.com/2021/08/05/a-confusing-life-expectancy-calculation/
…
continue reading
Five examples about clever Customer Acquisition (Cost) Strategies 1. The Happy Meal 2. AOL Discs 3. HoTMaiL 4. Netflix Coupons 5. Zillow vs Expedia sorry for the previous episode's audio
…
continue reading
The transition from physical to digital is currently happening, this episode looks at examples so far, and tries to raise an awareness for noticing things in the future.Digital is not better than physical, but digital does improve things relative to certain jobs to be done.
…
continue reading
…
continue reading
What are the stakeholders in our lives and what questions can we ask about them? donate: http://paypal.me/mikedarianovenmo: mike-darianoOleh MIKE
…
continue reading
1
Sam Walton, making it in America
33:02
33:02
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
33:02
Notes and highlights from Walton's book, https://amzn.to/2uu4S6q.More at http://thewaiterspad.com/2018/07/26/sam-walton.Oleh MIKE
…
continue reading
In this episode, we'll look at the numbers (from A or Z to A to Z), the world (it changes), and the brain (it's fast). I'll also suggest some solutions like getting distance, asking 'What's cheaper than a helicopter?', and the advantages of travel.Hans Rosling's is a nice contribution to the literature of books like A Field Guide to Lies, The Half-…
…
continue reading
1
#101 Venturing And Capitalizing Advice From Chris Douvos
18:48
18:48
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
18:48
Links at http://thewaiterspad.comOleh MIKE
…
continue reading
1
CLIP: When was a Derby Horse born?
1:08
1:08
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
1:08
from the 5/2/18 Wharton Moneyball Podcast..."In Gladwell's book, he pointed out in the NHL all these great players were all born in January and February. The leagues are all by age, and so they're older than the other kids and they get the best coaches, and they do the best early, and they go in the best leagues so there's a huge skew toward hockey…
…
continue reading
1
CLIP: How to Communicate Analytics
0:20
0:20
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
0:20
"Teams need to be thoughtful in the way they present this information and they need to allow for different players to want data in different ways. They need to be flexible to really make a difference." Cade Massey"I remember Sam Hinkie talking about how he conveys information to the organization. Back when he was working for Daryl Morey as assistan…
…
continue reading
1
CLIP: Massey NFL Draft Persistence
0:24
0:24
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
0:24
In The Success Equation http://amzn.to/2ecUWVU Michael Mauboussin urgers readers to ask; how fast is mean reversion, how predictable is the result, and are cause and effect easily identifiable? Those answer will guide a person to using base rates or experience as their decision guide. This clip is from the 5/2/18 Wharton Moneyball Podcast…
…
continue reading
1
Three ideas from Albert Wenger #100
25:47
25:47
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
25:47
1/ Adapting your thesis2/ Crypto-currency and techno-economic changes.3/ Wolrd After CapitalOleh MIKE
…
continue reading
1
#099 Brian Koppelman's career capital, chips, and arc
30:14
30:14
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
30:14
How do you make Billions? Spend two hours a day six days a week writing in a storage locker with one chair with your best friend and then repeat that (kinda) for twenty years.Oleh MIKE
…
continue reading
1
How Katrina Lake started Stitch Fix
18:54
18:54
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
18:54
notes at http://thewaiterspad.com/2018/04/10/katrina-lakeOleh MIKE
…
continue reading
In summary, Danielle Weisberg and Carly Zakin have succeeded because they noticed poor product-market fit and made a small bet to build something using their existing skills and being curious along the way. Once their brand snowball got rolling, they focused on strengthening it and are now expanding to other areas.More notes at https://thewaiterspa…
…
continue reading
- Why does alpha erosion occur? - How are business moats built?- Who are the best capital allocators? Show notes at: http://thewaiterspad.com/2018/03/01/moats-and-allocatorsOleh MIKE
…
continue reading
David Ogilvy was known for his advertising 'rules.' After diving deeper into his work I found out these aren't really rules at all but conclusions. Ogilvy's first principle is *do what works*. This episode will focus on three things that anyone in any industry can do. 1/ He was objective in his research. If the facts differ from your beliefs, chang…
…
continue reading
A few things that caught my eye. Notes at http://thewaiterspad.comWhy is Nick Saban undefeated against former assistant coaches?Why is Philadelphia an undefeated home underdog? Why are there called strikes in betting pools?Why is visualizing data so helpful?Why is novel data helpful too?Why is a bit identity footprint better?…
…
continue reading
1
#093 The 2 🌍 's of Business, revisitng Brian Arthur
15:53
15:53
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
15:53
More details at: http://thewaiterspad.comArthur's paper: http://www.iwp.jku.at/born/mpwfst/02/BArthur/Arthur_B.pdfMauboussin's interview: https://overcast.fm/+Iz-J-F6_EOleh MIKE
…
continue reading
1
#092 Traffic assumptions, traffic feedback, traffic adaptations.
21:23
21:23
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
21:23
Inspiration: http://amzn.to/2kf2xXWOleh MIKE
…
continue reading
1
Things I learned in '17 - Part 2
16:18
16:18
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
16:18
Part two of the audio version of these posts: https://thewaiterspad.com/?s=%22TIL2017+Summary+Series%22Oleh MIKE
…
continue reading
1
Things I Learned in '17 - Part 1
25:45
25:45
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
25:45
An audio version of the end-of-year posts at http://thewaiterspad.comOleh MIKE
…
continue reading
For links and block quotes: https://thewaiterspad.com/2017/10/23/rory-week-15/Oleh MIKE
…
continue reading
Notes: https://docs.google.com/document/d/1HL5xe_oUzThcpZLYiiTVqRjaXRs4w8DMnTkUU1m4pZw/edit?usp=sharingOleh MIKE
…
continue reading
1
The effects of cities - or any system
23:09
23:09
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
23:09
We all exist within a system and each system nudges (or shoves) us certain ways. Whether it's women in tech, people on bikes, or neighborhoods with more roads than sidewalks. Inspiration from http://amzn.to/2xBVGj6Notes: https://docs.google.com/document/d/1P7RdgegXusudhZBhhfQF3lfV77Vlofwf6GQgRMNocQQ/edit?usp=sharing…
…
continue reading
1
Does architecture make you happy?
12:08
12:08
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
12:08
Inspiration: http://amzn.to/2vpYJJKOleh MIKE
…
continue reading
For All the Tea in China http://amzn.to/2u9Mam1 is a wonderful book. It covers the 1800 East India Company, Robert Fortune (and his forgotten wife!), and how to succeed in England without even dying. We'll touch on only a few parts of Fortune's story. Modern Monopolies http://amzn.to/2uj8REC makes the case that it's platform businesses that will ru…
…
continue reading
Inspiration: http://amzn.to/2ti2tKkAny business person needs to get out of the office and talk to her suppliers, customers, and competitors. "Get up and go outside, you'll learn more in five minutes of talking to somebody at a company than you will in a week of crunching its numbers." - Stephen MandelThey'll all have their own biases but they also …
…
continue reading
Early Retirement Extreme by Jacob Fisker http://amzn.to/2tnUNJ1 1. Reframe where you are. 2. The more you know the less you need. 3. A robust modular life.Oleh MIKE
…
continue reading
OODA WHAT? by MIKEOleh MIKE
…
continue reading
OQ/ http://amzn.to/2rQ59hC1/ The Startup, http://amzn.to/2rftD5h. Failed startups, http://amzn.to/1nztynB 2/ Breaking apart problems (multiplication, Legos)3/ Beanie Babies post, http://thewaiterspad.com/2017/06/07/beanie-babies/beanie-babies4/ Culture advice from a "Bull"Oleh MIKE
…
continue reading
OQ: http://amzn.to/2rftD5h 1/ Star Wars convexity2/ Checklists are fun!3/ Base rates on motorcycles4/ The stories we tell ourselvesSupport: https://gumroad.com/l/mikesnotesOleh MIKE
…
continue reading
OQ: http://amzn.to/2pBTq6T5:50 don't shoot the dog11:30 walking the idea maze17:30 boring businesses23:30 the David Swenson checklist Support: https://gumroad.com/l/mikesnotesOleh MIKE
…
continue reading
OQ: Dan Carlin on the History on Fire podcast1/ What job does this service/product do? What job are YOU hired for?2/ Good decision makers put their thoughts down on paper. One way to do that is with checklists. 3/ To learn, find relevance not information. 4/ Common principles to wealth and health. (https://thewaiterspad.com/2017/05/15/finances-and-…
…
continue reading
OQ: http://amzn.to/2pBTq6T#1 What to do when 'that's interesting.'#2 Technology is not the MIT for technology startups, instead it's luck, persistence, and elbow grease.#3 When starting, copy structures, formulas, or philosophy. When advancing be more like Sherlock HolmesOleh MIKE
…
continue reading
One subject; http://amzn.to/2lWGK79Oleh MIKE
…
continue reading
Intro: the metaphor of tracking (Boyd Varty on Invest Like the Best).1/ Thinking Small, http://amzn.to/2oNLFKF.2/ Multiple compound yields and the triangle of mediocrity.3/ Patrick Collison on starting a startup4/ Me on Ryan Holiday on readingOleh MIKE
…
continue reading
Greek heroes, getting better, building your toolbox, and arguing well. Mike's Notes - https://thewaiterspad.com/mikes-notes/Oleh MIKE
…
continue reading
From Santa Fe Institute: https://www.youtube.com/watch?v=QSCbnS1yCzIOleh MIKE
…
continue reading
Intro: Tools of Titans, but for classical education1/ 20 year technology cycles2/ Using the 51% solution at Soulcycle3/ Reading advice from president Obama's Chief of StaffOleh MIKE
…
continue reading
Feedback: https://thewaiterspad.com/podcast-feedback/Monthly subscription: https://gumroad.com/l/mikesnotesOleh MIKE
…
continue reading
How to learn algebra. What does flipping burgers and "plain vanilla stock picking" have in common?Can you get paid more for the work you love? (Sisyphus)A couple lessons from Danny Meyer.Oleh MIKE
…
continue reading
All NBA edition, mostly based on Daryl Morey's interview with Zach Lowe at MIT Sloan. Questions? 559-464-5393 or @mikedarianoOleh MIKE
…
continue reading
Introduction quote: http://www.safalniveshak.com/investing-simple-not-easy/Taleb’s MOOC: https://www.youtube.com/channel/UC8uY6yLP9BS4BUc9BSc0JwwPrisoners of Geography: http://amzn.to/2lWGK79a16z podcast: http://a16z.com/2017/02/25/reedhastings-netflix-entertainment-internet-streaming-content/Cowen’s book: http://amzn.to/2lWA6OgThe Marshmallow Test…
…
continue reading
Opening quote: www.cnbc.com/amp/2017/02/16/entrepreneur-takes-wednesdays-and-it-has-made-him-millions.html 1/ 1:30 Malcolm Gladwell solves the endowment effect.2/ 5:05 Setting The Table by Danny Meyer. http://amzn.to/2kGVzO0 3/ 10:45 What does retirement mean? Inspiration from EarlyRetirementExtreme.com and MrMoneyMustache.com 4/ 13:45 Personalizat…
…
continue reading
Intro quote from: http://amzn.to/2kJDfzzRuss Roberts explains hindsight bias (02:00)When listening, aim for understanding not necessarily agreement (07:05)Backstops for life (09:55)Context matters, NBA edition with Bill Simons (15:40)Public understanding of risk (19:55)Feedback: https://thewaiterspad.com/podcast-feedback/My book about Belichick: ht…
…
continue reading
A new format for the podcast as I tinker. For now expect weekly summaries - released on Thursdays - of things I learned. (00:39) Judd Apatow explains loss aversion via Super Bowl bets. (03:45) The importance of work relationships - something I lack.(08:45) Solving problems with knowledge from more than one domain. (13:10) Asymmetrical returns. What…
…
continue reading
1
Judd Apatow explains Loss Aversion on The Adam Carolla Show
0:14
0:14
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
0:14
Judd Apatow explains Loss Aversion on The Adam Carolla Show by MIKEOleh MIKE
…
continue reading