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"Trust the process" is a cliché. But it's one I believe in. I was listening to an interview that Scott Galloway did with Barry Ritholtz of Ritholtz Wealth Management and I was intrigued by what Barry said about process: "People confuse outcomes with process." There is so much great truth to unpack in that 15 second segment. You can watch the full interview here. One of the great points Barry makes in the interview is that sound investments can be made after huge selloffs where processes are still valid. Processes… READ MORE

I've been wrestling for years with how to do this weblog. After too much internal debate, I sought input from mentors and decided that the best approach is to just get on with it. And here we go.It was an important first step to identify what we wanted to get out of blogging. I've seen these efforts fail and always believed it was because the expectations were not clear. While these expectations are my own, my hope is that they'll serve as a guidepost for our team as we build… READ MORE

These books made our "Hot Reads" list for 2018: Poor Charlie's Almanack: The Wit and Wisdom of Charles T. Munger, Edited by Peter D. KaufmanHackers: Heroes of the Computer Revolution, by Steven LevyTribe of Mentors: Short Life Advice from the Best in the World, by Tim FerrissInvestment: A History, by Norton Reamer and Jesse DowningThe Internet of Money, by Andreas M. AntonopoulosShoe Dog: A Memoir by the Creator of Nike, by Phil KnightThe Food Lab: Better Home Cooking Through Science, by J. Kenji López-AltRevelation, English Standard Version Happy New Year… READ MORE

I came across an article by Mark Bonchek titled, Selling a New Way of Thinking, and I was struck by this... "The problem is that data, information, and value propositions are not enough to sell [insert yours here]." After some thought I agreed, but as I started thinking about what was "enough" to effectively sell [insert yours here], I kept arriving at the same old conclusion. I was intrigued by what Mark had to say about mental models. To sell your idea to [insert yours here] you have to change… READ MORE

These books made our "Hot Reads" list for the New Year 2017: Ten Restaurants that Changed America, by Paul FreedmanThe Inner Lives of Markets: How People Shape Them and They Shape Us, by Ray Fisman and Tim SullivanMisbehaving: The Making of Behavioral Economics, by Richard H. ThalerIdea Makers: Personal Perspectives on the Lives and Ideas of Some Notable People, by Stephen WolframDerivatives Analytics with Python, by Yves HilpischThe End of Accounting and the Path Forward for Investors and Managers, by Baruch Lev and Feng GuA Man for All Markets, by… READ MORE