Showing posts with label Glenn Greenberg. Show all posts
Showing posts with label Glenn Greenberg. Show all posts

Monday, March 20, 2017

Links

Warren Buffett on the Dan Patrick show (audio/video) [H/T Linc] (LINK)

Ricardo Semler on The Tim Ferriss Show (podcast) (LINK)
Related books: 1) Maverick; 2) The Seven-day Weekend 
Related link: Ricardo Semler's LeadWise podcast 
Related previous post: Ricardo Semler Lecture: Leading by Omission
Busy vs. Productive - by Morgan Housel (LINK)

Complacency and Cheeseburgers - by Mike Dariano (LINK)

A Dozen Ways “Virality” Can be Misused and Misunderstood - by Tren Griffin (LINK)

A few presentations are available from the recent Grant's Conference [H/T @StaleyRdCap] (LINK)

Brave Warrior's Glenn Greenberg reveals his big market bet right now in rare interview (LINK)

The Education of an American Sage (LINK)

How I Built This is a podcast -- Kendra Scott Design: Kendra Scott (LINK)

Ad Agencies and Accountability - by Ben Thompson (LINK)

Yuval Noah Harari talks with Barry Ritholtz on the Masters in Business podcast (LINK)
Related books: 1) Sapiens; 2) Homo Deus
Yuval Noah Harari talks with Sam Harris on the Waking Up podcast (LINK)

Shocking stories tell tale of London Zoo’s founding (LINK)
Related book: The Zoo: The Wild and Wonderful Tale of the Founding of London Zoo: 1826-1851
A review of the book But What If We're Wrong? (LINK)
Related video: Chuck Klosterman: "But What If We're Wrong" | Talks At Google
An ancient memorization strategy might cause lasting changes to the brain [H/T @ChrisPavese] (LINK)
Related book: Moonwalking with Einstein 
Related previous post: Memortation, or One Way to Put What You Learn to Practical Use [At the end of this post, I mentioned that I had started to create a memory palace for all of Charlie Munger’s misjudgments in his speech “The Psychology of Human Misjudgment.” For those golfers out there, the front nine of the golf course I grew up playing proved to be the perfect thing to use as a memory palace for this; moving from tee to fairway to green, etc. ]

Thursday, August 6, 2015

Glenn Greenberg on zeroing in and not getting caught up in the minutiae

As quoted in the ECAM Q2 2011 letter:
“I’ve just found that it’s very easy for me to zero in, after studying something for a few hours, the key make or break factor that makes it interesting. And that’s with any of the investments that we have that you can boil it down to a fairly simple theory. And you’re constantly looking for why that theory might be wrong. But the likelihood of it being, severely wrong is probably small.” 
“I really felt that when I watched A Beautiful Mind about John Nash. In the movie, they showed Nash analyzing formulae and then it showed how it looked to him and it was like some things were really bold. And I understood exactly what he felt. I see a lot of times people are just totally caught up in the minutia and the details. A lot of the questions on earnings calls I listen to, people are getting into stuff that’s not going to move things one-tenth of one percent. It’s just not important and then people are really focused on it and they’re missing the really important stuff.”
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Related links:

Graham & Doddsville interview with Glenn Greenberg (Spring 2010)

Glenn Greenberg talk at Columbia (video) (Spring 2010) [And related, John Huber's excellent article after he watched the video: Great Investor Glenn Greenberg Discusses His Investment Philosophy]