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Back of the Napkin #8: Incentives Rule Everything Around Me
“Never, ever, think about something else when you should be thinking about the power of incentives.” — Charlie Munger [1] Sports are full of apparent conundrums that seem to happen all the time: Why would the owner of an NFL team want their team to lose? Why would a team trade
Back of the Napkin #7: Know Your Edge (Part 2: Opponent Selection)
If you haven't already, we'd recommend reading Part 1 about Edge before reading about opponent selection here! Back of the Napkin #7: Know Your Edge Part 2: Opponent Selection In any game, choosing who you compete against often gets overlooked relative to improving your own skill.
Back of the Napkin #6: Know Your Edge (Part 1: Do You Have One?)
Back of the Napkin is an ongoing series by Brian Shih and Sebastian Park featuring a line-by-line deep dive of this interview with Jeremy Giffon on the Invest Like The Best podcast. You can find all previous posts in the series here. Follow along here on Brian's Substack,
Back of the Napkin #5: Adverse Selection
Back of the Napkin is an ongoing series by Brian Shih and Sebastian Park featuring a line-by-line deep dive of this interview with Jeremy Giffon on the Invest Like The Best podcast. You can find all previous posts in the series here. Follow along here on Brian's Substack,
Back of the Napkin #4: The Perfect Investment
Back of the Napkin is an ongoing series by Brian Shih and Sebastian Park featuring a line-by-line deep dive of this interview with Jeremy Giffon on the Invest Like The Best podcast. You can find all previous posts in the series here. Follow along here on Brian's Substack,
Back of the Napkin #3: Delusions of Grandeur
Back of the Napkin is an ongoing series by Brian Shih and Sebastian Park featuring a line-by-line deep dive of this interview with Jeremy Giffon on the Invest Like The Best podcast. You can find all previous posts in the series here. Follow along here on Brian's Substack,
Back of the Napkin #2: Selection and Treatment Effects
This is part of an ongoing series by Brian Shih and Sebastian Park where we are exhaustively going through this interview with Jeremy Giffon on the Invest Like The Best podcast piece by piece and writing our thoughts along the way. Fair warning: This piece includes a bit of inside
Back of the Napkin #1 - "The Perfect Business"
My good friend Brian Shih recently listened to this interview with Jeremy Giffon on the Invest Like The Best podcast, and thought it was in the top three best podcast episodes he'd ever heard. [1] The episode is titled “Special Situations in Private Markets”, but don’t be
Game Design - Player Liquidity
Exploring the Importance of Player Liquidity in Game Design: How Active Players Impact Fun and Success