That Will Never Work
In our last post, The Octopus & The Shark, we explained how too much time hunting like a shark can take a toll...
April 29, 2021
The Octopus and The Shark
Bad companies are destroyed by crisis. Good companies survive them. Great companies are improved by them. - Andy Grove, former CEO of Intel A...
April 15, 2021
Investing with Perfect Confidence
Perfectly Confident, by Don Moore, is an excellent resource for decision makers that reads like a sequel to Superforecasting, a BAM favorite first...
September 17, 2020
Storytelling with Data
Data visualization sits at the intersection of science and art. Having all the information in the world readily available at our fingertips doesn’t make...
August 13, 2019
A Word About Risk
We don’t avoid risk. Avoiding risk also means avoiding returns. Instead, we accept risk when, and only when, we are being compensated for taking it. Or as...
April 29, 2018
Certainty vs. Uncertainty
Deep work and intense focus can be overrated. Or perhaps our mental bandwidth is just aging. Either way, we need to switch gears...
January 25, 2018
Algorithms to Live By- Part 2, Optimal Stopping
“If you prefer Mr. Martin to every other person; if you think him the most agreeable man you have ever been in company...
September 11, 2017
Algorithms to Live By- Part 1, Sorting
Many self-improvement-type books are built upon a catchy, colorful metaphor. This can be a very effective and inspirational technique as the human brain...
August 16, 2017
Perpetual Beta
"The strongest predictor of rising into the ranks of superforecasters is perpetual beta - the degree to which one is committed to belief...
May 26, 2017
What if We’re Wrong?
In our annual letter to investors this year, we discussed the difficulty of evaluating past decisions for validity without contaminating the assessment with...
March 17, 2017