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As investors and business leaders, even when we are able to get to a deeper level of understanding, it doesn’t mean navigating this world of rogue waves, change and instability is any clearer. Today we go into an 11 step “guide”, of sorts, aimed at navigating the impact of different types of changes and how they might affect our actions and investment theses. Let’s jump in.
What if, when someone asked you what your operating edge was at work you said, “being really good at being busy.” Sometimes, it feels like that’s how our days go. It doesn’t suggest we are on the path to generating insight, so we’ll see if we can take a look today to see what might be going on. Let’s jump in.
We last spoke with our friend Mike Cahill on his perspective on the markets back in February. Obviously, a lot has happened since then, and we were happy to have the chance to check in with him again. Thank you Mike, for this discussion. Let’s jump in.
It’s so important for investors and business leaders to have a framework for what data and information we take in as inputs, as well as what we make sure to exclude or throw out as garbage data and now, garbage information. This is our classic signal: noise dilemma, but the ratio is careening ever more massively to noise. Today we tackle this issue head on and discuss what has been the key orienting model for us to get through the muck of data, remove ourselves from the swirl in our knowledge seeking and make that climb up the hill to generating uncommon investable insights. Let's jump in.
Today we're continuing our theme of taking a common business practices and bridging them to something that is far more powerful, uncorrelated and uncommon. Today's topic is a big one, and the beginning of how we use our skills to start filtering, processing and organizing data into information: note taking. Let's jump in.
What if one baseline condition for uncommon collaboration was completely and utterly universally available to all humans at all times? I believe this topic we will get to today with Pip and Irwin may be a first for the investor set, but it came directly from conversations are two of our gatherings this spring, so let's jump in.
What if one baseline condition for uncommon collaboration was completely and utterly universally available to all humans at all times? I believe this topic we will get to today with Pip and Irwin may be a first for the investor set, but it came directly from conversations are two of our gatherings this spring, so let's jump in.
There's no course we can take to understand how to handle a position with a lot of external pressure. As we grow in seniority, more of these pressures pile on--whether more people to manage, more marketing meetings, more strategic planning. Dr. Morris Pickens has a lot of experience helping professional athletes, mostly golfers, with these layers upon layers of pressure. Today we get to ask him questions about his approach, and he gives us five key categories for us to take away. Let's jump in.
When it comes to investment process, we are always aiming to design in getting to uncommon investable insights. To us, this phrase is loaded with meaning and potential. This conversation is aimed at getting more at what we mean by uncommon and also what some of the steps on the path to generating more uncommon investable insights might be. Let's jump in.
If you've heard us talk about student mindedness, it's not just an attitude or posture that we encourage at gatherings-- it's so much more. The whole reason we look for student mindedness and aim to practice it is because it's a skill that we think is critical to great decision making, the athletic moment of sorts for investors. So let's jump in.
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