jasonbraganza / tags / finance

Tagged with “finance” (5)

  1. Pulling the Thread with Tren Griffin – [Invest Like the Best, EP.87]

    My guest this week is a bundle of curiosity, and that is one of the nicest things I could say about someone. For several years, Tren Griffin has been writing a weekly blog post that highlights things he has learned from various investors, businesspeople, musicians, comedians, and more. Lately, he has also been tackling individual businesses, and broad topics like scaling, competitive forces, and product market fit.

    Tren’s full-time job is serving as a director at Microsoft. He’s also worked with or for several well known businesspeople and investors like Craig McCaw, and written several books including one on lessons for entrepreneurs, one on Charlie Munger, and another on negotiation.

    We discuss value creation vs. value capture, alpha in investing, sales, hip-hop, and why he’d teach high school students about convexity through a drunk driving analogy. I could have talked to Tren for much longer than I did, but sadly, we both had flights to catch.

    If you take anything away from this, I hope its just how much fun it is to just be curious about business, and how you can learn a tremendous amount if you just keep reading about the things that interest you and talking to others. Please enjoy my conversation with Tren Griffin.

     

    Show Notes

    2:26 – (First question) –  key levers of the universal business model

    4:26 – How do you know when you’ve achieved real value creation

    6:24 – Importance of value capture and how they enhance value creation

    6:31 – Zero to One: Notes on Startups, or How to Build the Future

    9:08 – Price power

    10:28 – Are discussions of moats more useful to businesses than to investors

    13:12 –  What Tren learned during his early years working with Craig McCaw

    16:28 – The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

    16:36 – The skill of capital allocation

    18:37 – How would Buffett and Munger bet on tech if they were starting out today and their philosophy of betting against change

    21:57 – How Tren became so fascinated with Charlie and what he’s learned from him

    22:32 – The Alchemy of Finance

    23:17 – Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger

    23:19 – Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger

    25:21 – Most memorable moment or lesson from Charlie

    28:19 – There are more pockets of Alpha

    19:20 – How he thinks about factor investing

    31:25 – What are the scalability features that make a business attractive

    31:28 – A Dozen Attributes of a Scalable Business

    35:37 – Exploring some of the other important levers of businesses, such as subscriptions, customer acquisition cost, and more.

    36:20 – Getting to Yes: Negotiating Agreement Without Giving In

    37:11 – Wholesale transfer pricing

    39:18 – Pros and cons of subscription business models

    43:14 – Magic of getting products distributed

    44:58 – Best sale Tren’s ever made

    46:46 – Most important lesson for young people

    49:01 – Any businesses that are piquing Tren’s interest right now

    50:16 – Tren’s interest in hip-hop and how it helps him reach more people

    53:49 – A look at some interesting quotes from Jim Barksdale

    58:22 – Learning by doing

    1:00:48 – Seeing like a State: How Certain Schemes to Improve the Human Condition Have Failed

    1:01:06 – Period of his career that he felt most alive

    1:03:03 – Advice for young people thinking about business and entrepreneurship

    1:04:56 – Why are so few people passionate about what they do for a living

    1:10:44 – Kindest thing anyone has done for Tren

     

     

    http://investorfieldguide.com/tren/

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    Tagged with finance

    —Huffduffed by jasonbraganza

  2. Ep. 065: Value Investing – 3 — IVM Podcasts - Indian Podcasts for you to listen to

    On the third and final part of the series Anupam continues his conversation with Vishal Khandelwal, founder of one safalniveshak.com, one of India’s best blogs on value investing.On this episode Anupam chats with Vishal about Personal Finance and how to lead a better life by making smart money decisions.This is an IVM Production; for more such awesome podcasts, come find us: Website: Indusvox.comFacebook: https://www.facebook.com/ivmpodcastsTwitter: https://twitter.com/IVMPodcastsInstagram: https://www.instagram.com/ivmpodcasts/

    http://ivmpodcasts.com/paisavaisa-episode-list/2017/11/27/ep-065-value-investing-3

    —Huffduffed by jasonbraganza

  3. Ep. 63: Value Investing - 2 — IVM Podcasts - Indian Podcasts for you to listen to

    On the second part of the series Anupam continues his conversation with Vishal Khandelwal, founder of safalniveshak.com, one of India’s best blogs on value investing.On this episode Anupam chats with Vishal about value investing, simple tips on building your portfolio and when to buy and when to sell.This is an IVM Production; for more such awesome podcasts, come find us: Website: Indusvox.comFacebook: https://www.facebook.com/ivmpodcastsTwitter: https://twitter.com/IVMPodcastsInstagram: https://www.instagram.com/ivmpodcasts/

    http://ivmpodcasts.com/paisavaisa-episode-list/2017/11/20/ep-63-value-investing-2

    —Huffduffed by jasonbraganza

  4. Ep. 61: Value Investing - 1 — IVM Podcasts - Indian Podcasts for you to listen to

    On the first part of this special series Anupam chats with Vishal Khandelwal, founder of Safalniveshak, one of India’s best blogs on value investing.On this episode Anupam chats with Vishal about his background, his education, what really drove him towards value investing, who are his teachers, what were his biggest succcesses and failures and much more.This is an IVM Production; for more such awesome podcasts, come find us: Website: Indusvox.comFacebook: https://www.facebook.com/ivmpodcastsTwitter: https://twitter.com/IVMPodcastsInstagram: https://www.instagram.com/ivmpodcasts/

    http://ivmpodcasts.com/paisavaisa-episode-list/2017/11/13/ep-61-value-investing-1

    —Huffduffed by jasonbraganza

  5. Interview with Jacob Lund Fisker, Author of “Early Retirement Extreme: A Philosophical and Practical Guide to Financial Independence” RPF0025 | The Radical Personal Finance Podcast: Financial Planning | Budgeting | Frugality | Investing | Lifestyle De

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    | EmbedThis show is an interview with Jacob from The Early Retirement Extreme book and blog. Jacob is a former physicist who developed a plan that can help anyone, regardless of income, industry, or background, from where they are to financial independence in 5 years by learning to free themselves from the earn/pay cycle and substituting use of skills for purchasing everything.

    Links from the discussion:

    Personal finance blogs that were among the first Jacob read before starting Early Retirement Extreme: Lazy Man & Money, Get Rich Slowly, The Simple Dollar.

    Skill acquisition can replace the need to spend money.

    Thomas Stanley’s latest book, “Stop Acting Rich“

    Liebig’s Law of the Minimum

    “The Rational Optimist” by Matt Ridley

    “Mortgage Free” by Rob Roy

    The Passive Haus and Leed building standards

    Allegory of the Cave

    “Why You Need F-You Money” Jim Collins

    “I Quit My Job to Live in a Tent and Write Code” and, an update on Thomas Backlund’s entrepreneurial journey

    Charlie Munger’s Latticework of Mental Models

    “The Warrior Diet” by Ori Hofmekler

    The last people in the world to not have a cell phone: The Bumfuzzles

    Ralph Borsodi

    Ernest Callenbach

    Helen and Scott Nearing

    Jacob’s interview on “The Survival Podcast” “Everything you do should make your life better even if nothing goes wrong.” -Jack Spirko

    Jacob’s interview on Paul Wheaton’s (from permies.com) podcast

    http://radicalpersonalfinance.com/25/

    —Huffduffed by jasonbraganza