COBURN VENTURES

PODCASTS

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Since 2020, our podcasts have evolved from audio versions of our written work into informal conversations with friends across industry and investing.

Organized by topic, these conversations reflect the curiosity, shared learning, and community that shape Coburn Ventures. Created for a community we know well, they are free of advertising and promotion, with no aspiration to go viral…just an ongoing exchange of ideas to support our collective student-mindedness.

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AI

#150: AI Waypoint: The New History and Future of Asking Questions

#154: AI Waypoint: Matthias Hollwich -- Creativity

#159: AI Waypoint: Irwin Kula - Practical Uses + Avoiding Swirl

#244: Uncommon – AI for Unlocking Questions & Management Meetings

#251: AI Waypoint: Writing Partner

#247: Uncommon -- Benjamin Graham & AI

#257: AI Workshop, Part 1 - Design Principles

#258: AI Workshop, Part 2 - Three Modules

#259: AI Waypoint: Mike Lee - Multiple-AIs

#264: AI Module: Five Blind Spots Please

#265: AI Waypoint: Bob Gower - Adoption Danger

#268: AI Waypoint: AI Induced Framework Failure

#269: AI Waypoint: Will Insight Be Commoditized? No.

#270: AI Module: 12 Lens Expert Expert Network

#273: AI Module: Type III Error

#274: AI Module: Rock Bands

#279: AI-Integrated Investment Process: Analysis-Research Ratio Flip

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ANALYST TO PM TRANSITION

#172: Analyst to PM Transition #1

#174: Analyst to PM Transition #2: Scott Booth

#176: Analyst to PM Transition #3: Matt-Iorio

CHANGE

#21: Stewart Brand's Pace Layering Model

#46: The History and Future of Asking Questions

#101: The Housefly Formula

#213: The Mandorla

#266: Framework Failures - Sundance Prep Edition

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CLEAN TIME

#207: Uncommon Processes -- Clean Time

#227: Irwin Kula: Clean Time

#252: Clean Time Crisis

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COLLABORATION

#103: Capital C Collaboration - Part 2 in the Collaboration Series

#261: Meetings -- 10 Practical Changes

#262: Facilitation - 10 Practical Ideas

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DECISION MAKING

#8: Decision Making: Rudy Karsan: "The Gut"

#17 Decision Making Biases: "Vanquishing Decision Making Biases"

#119: Decision Making #1

#120: Decision Making #2

#204: Decision Making #3: Rudy Karsan

#205: Decision Making #4: Irwin Kula

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COBURN VENTURES REVERSE ACTIVITY PLAYBOOK

#52: Play

#74: Leadership: Lisa Baird

#80: Abundance: Amber Gentry

#118: Let it Be: Holly Grant

#137: Patience

#149: Goodhart's Law

#219: Anti Efficiency

#241: Ending Busyness

#254: Saying No Part #1

#260: Saying No Part #2 - Irwin Kula

#89: Matt Wallaert #1: Handling Heightened Uncertainty

#169: Matt Wallaert #2: Mentoring + Reviews

#246: Matt Wallaert #3: Psychological Safety

#147: Elise Jones #1: Breathing

#271:  Elise Jones #2: Framework Failure Response

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INVESTMENT PROCESS

#1: Investing Biases: "Type II Error Avoidance Behavior"

#26: Growth vs. Value

#44: Investment Process -- The Pre-Determined Game Plan

#65: Culture Core Basics

#113: The Competition for Capital

#114: The Integrated Decision Engine

#171: Jane White: Mentoring Analysts

#187: Market Psychology

#188: Market Psychology: Irwin Kula

#200: Four Jobs of Stock Picking

#248: Thesis Statements -- Our #1 Tool

#249: Failure Rates Vs. Mistakes

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MORRIS PICKENS

#2: Dr. Morris Pickens: "Leadership in Times of Crisis"

#3: Dr. Morris Pickens: "Stress is Not the Problem. Taking Real Breaks"

#6: Dr. Morris Pickens: "Clean Time to Think"

#11 Dr. Morris Pickens: "Where is Your Locker Room?"

#48: Dr. Morris Pickens: "Resiliency"

#133: Dr Morris Pickens: Hearing What We Don't Want to Hear + Learning from "Mistakes"

#139: Dr. Morris Pickens: "The Athletic Moment"

#185: Dr. Morris Pickens: "The Athletic Moment in Investing"

#186: Dr. Morris Pickens: "Communications as the Athletic Moment"

#201: Dr. Morris Pickens: "Escaping Decision Making Prisons"

#212: Dr. Morris Pickens: "Goal Setting"

#230: Dr. Morris Pickens: "Starting the Day -- An Uncommon Process"

#236: Dr. Morris Pickens: "Managing External Pressures"

#245: Dr. Morris Pickens: "Comparison"

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NEW MARKET STRUCTURE

#267: New Market Structure - Price Discovery

#277: New Market Structure: Communication Solutions

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QUESTION ASKING

#33: Questions for Management, Part 2: Inducing Uncommon Inputs

#34: Questions for Management, Part 1: John Dillon

#225: Lisa Baird #2: Questions for Management

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STOCK DISASTERS

#180: Stock Disasters: Octel

#181: Stock-Disasters: Players International

#191: Stock Disasters -- Westinghouse

#192: Stock Disasters -- General Instruments

#221: Stock Disasters #5 -- AT&T

#222: Stock Disaster #6 -- DEC

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TIME MANAGEMENT

#182: Time Management #1: Irwin Kula

#183: Time Management #2: Rudy Karsan

#184: Time Management #3: Matt Wallaert

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UNCOMMON

#207: Uncommon Processes -- Clean Time

#237: Uncommon -- Anchoring as a Foundation for Collaboration

#244: Uncommon – AI for Unlocking Questions & Management Meetings

#247: Uncommon -- Benjamin Graham & AI

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