Shows / Coburn Ventures Podcast
Episodes
- Coburn Ventures Podcast
#224: Implementing "Uncommon" in Common Sense Investment Practices
Last week, we spoke about finding uncommon arbitrage in common sense aspects of investment process. Today, we'll walk through practical ideas to implement and…
- Coburn Ventures Podcast
#223: "Uncommon", Practically Applied - Highlighting Common Sense in Investment Philosophy
Today, we're discussing making the common uncommon in philosophy and practices, understanding that these common investment practices that we can turn into…
- Coburn Ventures Podcast
#222: Stock Disaster #6 -- DEC
Last week, Pip told the story of his stock disaster with AT &T. Today we go back again in tech history to a newly minted tech analyst in 1995 named Pip Coburn…
- Coburn Ventures Podcast
#221: Stock Disasters #5 -- AT&T
We're back with another installment of "Stock Disasters!", our series in which we take learning from our mistakes at its word in the hopes that you all benefit…
- Coburn Ventures Podcast
#220: Bungling Productivity -- Irwin Kula on The Road of Anti-Efficiency
What does it mean to be productive or efficient? And how does our conception of these ideas sneak into how effectively we solve problems and ask the right…
- Coburn Ventures Podcast
#219: Anti-Efficiency
Today we're introducing a new insight that will flush out with a few guests over the next few weeks. To warm us up, I'm simply going to introduce it in the…
- Coburn Ventures Podcast
#218: Collaboration - Why it Doesn't Always Work, and What to Do to Improve the Odds it Does
Today we're talking about collaboration -- one of those at times tricky concepts that I think we all want to do well, yet if asked, probably could not define…
- Coburn Ventures Podcast
#217: Goal Setting for Investors
When it comes to goal setting, it's easy to create a structure or plan ... that is unfortunately going to fall by the wayside. Today, we map over Dr. Morris…
- Coburn Ventures Podcast
#216: Rogue Waves and Macro with Mike Cahill
When it comes to navigating rogue waves, it sure does help to have some grounding in macro. We are fortunate today that Mike Cahill agreed to come on and talk…
- Coburn Ventures Podcast
#215: Matt Wallaert on Wicked Learning Environments
Last week, we discussed the benefit of acknowledging whether we're in a kind learning environment or a wicked learning environment. For both parenting and…
- Coburn Ventures Podcast
#214: Wicked Learning Environments for Investors (and Parents too!)
Today's conversation is another attempt to further increase the awareness around what we do as investors and, more importantly, what we can do to continually…
- Coburn Ventures Podcast
#213: The Mandorla
We love to say that as leaders and investors we look to identify massive innovations, and then invest accordingly... but where does that type of advancement…
- Coburn Ventures Podcast
#212: Dr. Morris Pickens: "Goal Setting"
Pull out a notepad and pen, this is an action-oriented conversation just in time for year end. Please enjoy our conversation with Dr. Morris Pickens on his…
- Coburn Ventures Podcast
#211: Uncommon Inputs-- Questions for Management to Induce Uncommon Inputs
Today we're pulling up a conversation we had on engineering uncommon inputs via questions and questions for management. This conversation is all about…
- Coburn Ventures Podcast
#210: Noise Cancellation for Investors
Hi everyone and welcome back. Today we're going below the surface on our topic of clean time to fill in why we think this particular methodology has risen to…
- Coburn Ventures Podcast
#209: The Great Coburn Ventures Thanksgiving Podcast!
The third annual celebration of gratitude, friends, and thanksgiving. Enjoy!
- Coburn Ventures Podcast
#208: Complex Systems with Rich Uniacke of Bridges Outreach -- When Work Boots Solve Homelessness
Today we are working on the theme of identifying change, and to do that we're returning to the subject of complex systems. It turns out, understanding the…
- Coburn Ventures Podcast
#207: Uncommon Processes -- Clean Time
One concept we espouse here at Coburn Ventures is that our processes are the controllable actions that help us yield better and better results. Importantly, if…
- Coburn Ventures Podcast
#206: Data-Driven Cultures
In the last few decades, we've experienced multiple meaningful technological shifts: the internet, cloud computing, mobility, AI. Every time we're faced with…
- Coburn Ventures Podcast
#205: Decision Making #4: Irwin Kula
Today, we have a fascinating capstone conversation in these series on investment decision making biases. In the last few weeks we have worked to provide…
- Coburn Ventures Podcast
#204: Decision Making #3: Rudy Karsan
Today is our third podcast on the topic of decision-making prisons. For today, we are bringing up part of a podcast we did in 2020 with Rudy Karsen. Now, in…
- Coburn Ventures Podcast
#203: The Portfolio Manager Greatest Hits Podcast
Over the years many of our clients have transitioned from analyst to Portfolio Manager or consider working toward that goal. This entire podcast is dedicated…
- Coburn Ventures Podcast
#202: Escaping Decision Making Prisons with Greg Parsons
Last week, we discussed Decision Making Prisons with Dr. Morris Pickens, and today, we continue the discussion with Greg Parsons. Greg has held many positions…
- Coburn Ventures Podcast
#201: Dr. Morris Pickens: "Escaping Decision Making Prisons"
One of the more under-the-surface questions we get from clients is: Can we help them understand why their decision-making processes do not exactly seem to be…
- Coburn Ventures Podcast
#200: Four Jobs of Stock Picking
What's one way to become the world's greatest investor? Break investing down into its component parts, understand very specifically our roles and…
- Coburn Ventures Podcast
#199: Problem Solving for Investment Teams feat. Matthias Hollwich and excerpts from "required reading" by Roger Martin
Today, we are talking problem solving for investment teams by way of a conversation with our friend Matthias Hollwich, architect and founder at HWKN. We'll…
- Coburn Ventures Podcast
#198: Navigating Turnarounds with Dan Papes
Why are we talking about turnarounds today? We have been examining some periods in which money is made or lost very, very quickly and therefore we are…
- Coburn Ventures Podcast
#197: Yes, The Market Can Be Wrong! Stock Successes, Pt. 1
We have been having conversations about "stock disasters" over the last few months, so now let's balance the scales a bit by discussing some of the elements…
- Coburn Ventures Podcast
#196: Building Great Investment Teams -- Investment Meetings
Last week we discussed forming and building up great investment teams. Today we're discussing a few tactics and strategies that we have seen activate and…
- Coburn Ventures Podcast
#195: Building Great Investment Teams
What can we do to build great investment teams? Today, we walk through six questions that we ask ourselves and work on with others when aiming to build a team…
- Coburn Ventures Podcast
#194: The Game Has Changed -- What's Our Response?
Investing is a practice of constant adaptation… adaptation to changes in our world, society, the economy, the market, and our own industry. Today we are…
- Coburn Ventures Podcast
#192: Stock Disasters -- General Instruments
Today we’re back with a fourth stock disaster. We will sprinkle these in sporadically throughout the year for you in the hopes you can learn from our mistakes…
- Coburn Ventures Podcast
#191: Stock Disasters -- Westinghouse
For our third edition of Stock Disasters, join us in a reflection that uncovers the dangers of hubris, (sometimes anointed by your very own manager)…
- Coburn Ventures Podcast
#185: Dr. Morris Pickens: "The Athletic Moment in Investing"
We seem to be in a time in which the pressure is on. In high pressure times, "practical" solutions that no one can argue with often rise to the top. This is…
- Coburn Ventures Podcast
#169: Matt Wallaert #2: Mentoring + Reviews
We are near calendar year-end which means that "review season", --the less-festive second cousin to the holiday season-- is here or coming up for many. It can…
- Coburn Ventures Podcast
#157: The Abundance Mindset and The Future of Work & Leadership: Re-release with Amber Gentry
We are calling up a conversation we had in 2021 with Amber Gentry, a nutritional psychologist, about abundance vs. scarcity. Why are we highlighting this now?…
- Coburn Ventures Podcast
#146: Chat GPT Waypoint 1.1
Part of what we know about AI is that, when we look back in a few months, our understanding of how to use it today is going to seem so elementary. But for now…
- Coburn Ventures Podcast
#139: Dr. Morris Pickens - The Athletic Moment
If there was a Hall of Fame for investing, what would we look at to choose who got in, and why? Sure, we can look at long-term performance, but what about the…
- Coburn Ventures Podcast
#120: Decision Making #2
Today we’re back on the topic of decision-making biases. We will go through three more of the most common: representativeness error, search satisfaction and…
- Coburn Ventures Podcast
#117: Investment Decision Making with Jeff Cardon and Steve Salopek, Part 2
Welcome back! We're here for part two of our conversation with Jeff Cardon and Steve Salopek. This week we discuss what they would be doing in today’s market…
Coburn Ventures Podcast#116: Investment Decision Making with Jeff Cardon and Steve Salopek, Part 1 of 2
For the past few weeks, we have been discussing distinct elements of the investment process, and now we get to sit down with two friends and industry veterans…
- Coburn Ventures Podcast
#115: Lessons from Shorting for All Investors: Investment Process Part 3 of 5
A discussion on shorting might seem odd to qualify in a series on just three topics on the investment process. Still, it is one of the topics that we wondered…
- Coburn Ventures Podcast
#114: The Integrated Decision Engine
THE INTEGRATED DECISION ENGINE Last week we discussed competition for capital, a philosophy that can lead to tools that increase completion, competition for…
- Coburn Ventures Podcast
#113: The Competition for Capital
This is part one of a five part series on investment process. We’ll walk through a few tools and concepts that we hope might spark ideas or tweaks or even…
- Coburn Ventures Podcast
#112: Rolando Morillo: ESG *is* Fundamental Research. Part 3 in the Day to Day ESG Series
Rolando Morillo has been doing ESG at Rockefeller Capital for most of his career, well before we were even calling it ESG! When he started, the world was still…
- Coburn Ventures Podcast
#111: Sasha Dichter of 60 Decibels on the "S" in ESG - Part 2 in the Day to Day ESG Series
When it comes to assessing the S in ESG with a data-oriented lens, we turned to longtime friend Sasha Dichter. Sasha ended up co-founding an entire company to…
- Coburn Ventures Podcast
#110: What is Invisible ESG? -- Part 1 in the Day to Day ESG Series
Invisible ESG is meant to give a name to the infinite little or big day-to-day practices inside organizations that will never specifically check a box in the…
- Coburn Ventures Podcast
#109: And Now for Something Different: Meaty Topics in Small Bites from JP Rangaswami, Rudy Karsan and Rolando Morillo
Today we have a little something different: sometime last spring as I was editing, I started to save pieces of conversation that didn’t fit with the topic…
- Coburn Ventures Podcast
#108: Rob Rose on Adaptation -- The Rogue Waves Toolkit
Rob Rose works at high levels with marketing and executive teams. He has a seat observing how these teams adapt to interesting times and to new challenges, so…
- Coburn Ventures Podcast
#107: Jack Elkins: The Wild West of Sports and What that Means for Business - Rogue Waves Toolkit
It’s fun to talk about sports a bit, but how does it relate to investing? Oh boy, there is change all over this topic, which matters because this dip into the…
- Coburn Ventures Podcast
#106: The Rocks Meeting - Part 3 of Collaboration Series
In this series we discussed meetings, and we discussed qualities of collaboration worthwhile to pursue, so now we must give you something even more specific in…
- Coburn Ventures Podcast
#105: Four Components of Stock Picking Meets the Question Underneath the Question: "What to Do in Today's Market?"
Well, we are back again with a few more thoughts on the current market environment. We thought we were done with this last week but great questions keep coming…
- Coburn Ventures Podcast
#104: 2022 Fundamentals Condition Valuation. Getting to the "Other Side"...A Light Spin on the "Other Room"
We interrupt our regularly scheduled programming to bring you some thinking on the current market environment and how that relates to process. This is a light…
- Coburn Ventures Podcast
#103: Capital C Collaboration - Part 2 in the Collaboration Series
We all want to get the best out of our team and contribute deeply to our teams. We understand that 1+1 can equal three. We know we don’t know everything and…
- Coburn Ventures Podcast
#102: Investment Meetings to be Proud of - Part 1 in the Collaboration Series
We work pretty deeply with most of our clients on the investment process which means we work a lot on team collaborations. Inevitably, the discussion turns to…
- Coburn Ventures Podcast
#101: The Housefly Formula
A few years ago we were doing some active consulting work with a handful of amazing not for profits. This work was so interesting and so valuable for all the…
- Coburn Ventures Podcast
#100: Angie Dalton: What Web 3 Means for Today's Business Models
What better way to mark our 100th episode than to spend time with one of our friends for the last 25+ years, Angie Dalton of Signum Growth Capital. Today we…
- Coburn Ventures Podcast
#99: The Shift in Selling: Using Five Stages to Determine Efficacy - Pip Coburn and Brynne Thompson
Selling gets a bad rap, but we’re here to talk about it today because I really feel it's an underestimated power for investors for their toolkit AND an…
- Coburn Ventures Podcast
#98: Zak Dychtwald's Lens on China: The Rogue Waves Toolkit
In our conversation on digital transformation, Rudy Karsan presented us with the question: "what wrong, outdated or unhelpful lenses am I using to see the…
- Coburn Ventures Podcast
#97: Irwin Kula -- Big Data means Big Judgment: Three Paradoxes for the Gray Area of Data. The Rogue Waves Toolkit
“Data is never the whole story…there is always a gap between the data and reality.” -- Irwin Kula Just when we think we know what we think about data, Irwin…