Episodes
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From farm to city to car to circuit, the consumer’s story.
See more at http://thewaiterspad.com
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F1 CAC
More: https://thewaiterpad.com
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A confusing calculation
More at https://thewaiterspad.com/2021/08/05/a-confusing-life-expectancy-calculation/
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CAC Pack: 5 studies
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
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The physical to digital trend
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.
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Stakeholders 🕖
What are the stakeholders in our lives and what questions can we ask about them? donate: http://paypal.me/mikedariano venmo: mike-dariano
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Sam Walton, making it in America
Notes and highlights from Walton's book, https://amzn.to/2uu4S6q. More at http://thewaiterspad.com/2018/07/26/sam-walton.
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An Attitude Of Factfullness
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...
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#101 Venturing And Capitalizing Advice From Chris Douvos
Links at http://thewaiterspad.com
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CLIP: When was a Derby Horse born?
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…
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CLIP: How to Communicate Analytics
"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…
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CLIP: Massey NFL Draft Persistence
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…
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Three ideas from Albert Wenger #100
1/ Adapting your thesis 2/ Crypto-currency and techno-economic changes. 3/ Wolrd After Capital
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#099 Brian Koppelman's career capital, chips, and arc
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.
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How Katrina Lake started Stitch Fix
notes at http://thewaiterspad.com/2018/04/10/katrina-lake
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skimm lessons
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...
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Moats and Allocators
- 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-allocators
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David Ogilvy's work 'rules'
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...
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Grab Bag 4
A few things that caught my eye. Notes at http://thewaiterspad.com Why 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…
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#093 The 2 🌍 's of Business, revisitng Brian Arthur
More details at: http://thewaiterspad.com Arthur's paper: http://www.iwp.jku.at/born/mpwfst/02/BArthur/Arthur_B.pdf Mauboussin's interview: https://overcast.fm/+Iz-J-F6_E
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#092 Traffic assumptions, traffic feedback, traffic adaptations.
Inspiration: http://amzn.to/2kf2xXW
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Things I learned in '17 - Part 2
Part two of the audio version of these posts: https://thewaiterspad.com/?s=%22TIL2017+Summary+Series%22
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Things I Learned in '17 - Part 1
An audio version of the end-of-year posts at http://thewaiterspad.com
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Rory Week - posts in audio
For links and block quotes: https://thewaiterspad.com/2017/10/23/rory-week-15/
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RRW
Notes: https://docs.google.com/document/d/1HL5xe_oUzThcpZLYiiTVqRjaXRs4w8DMnTkUU1m4pZw/edit?usp=sharing
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The effects of cities - or any system
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/2xBVGj6 Notes:...
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Does architecture make you happy?
Inspiration: http://amzn.to/2vpYJJK
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Tea And Platforms
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…
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Talking to Dead Companies Walking
Inspiration: http://amzn.to/2ti2tKk Any 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...
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3 ERE ideas
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.
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OODA WHAT?
OODA WHAT? by MIKE
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Jun082017
OQ/ http://amzn.to/2rQ59hC 1/ 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-babies 4/ Culture advice from a "Bull"
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Jun012017
OQ: http://amzn.to/2rftD5h 1/ Star Wars convexity 2/ Checklists are fun! 3/ Base rates on motorcycles 4/ The stories we tell ourselves Support: https://gumroad.com/l/mikesnotes
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May252017
OQ: http://amzn.to/2pBTq6T 5:50 don't shoot the dog 11:30 walking the idea maze 17:30 boring businesses 23:30 the David Swenson checklist Support: https://gumroad.com/l/mikesnotes
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May182017
OQ: Dan Carlin on the History on Fire podcast 1/ 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...
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May042017
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 Holmes
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Apr272017
One subject; http://amzn.to/2lWGK79
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Apr202017
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 startup 4/ Me on Ryan Holiday on reading
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Apr062017
Greek heroes, getting better, building your toolbox, and arguing well. Mike's Notes - https://thewaiterspad.com/mikes-notes/
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Clip: Danny Kahneman "Slow Down"
From Santa Fe Institute: https://www.youtube.com/watch?v=QSCbnS1yCzI
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Mar302017
Intro: Tools of Titans, but for classical education 1/ 20 year technology cycles 2/ Using the 51% solution at Soulcycle 3/ Reading advice from president Obama's Chief of Staff
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Mar232017
Feedback: https://thewaiterspad.com/podcast-feedback/ Monthly subscription: https://gumroad.com/l/mikesnotes
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Mar162017
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.
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Mar092017
All NBA edition, mostly based on Daryl Morey's interview with Zach Lowe at MIT Sloan. Questions? 559-464-5393 or @mikedariano
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Mar022017
Introduction quote: http://www.safalniveshak.com/investing-simple-not-easy/ Taleb’s MOOC: https://www.youtube.com/channel/UC8uY6yLP9BS4BUc9BSc0Jww Prisoners of Geography: http://amzn.to/2lWGK79 a16z podcast: http://a16z.com/2017/02/25/reedhastings-netflix-entertainment-internet-streaming-content/...
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Feb232017
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...
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Feb0162017
Intro quote from: http://amzn.to/2kJDfzz Russ 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:...
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Feb092017
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…
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Judd Apatow explains Loss Aversion on The Adam Carolla Show
Judd Apatow explains Loss Aversion on The Adam Carolla Show by MIKE
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