sleuthing   47

'Virtual fieldwork' is no substitute for travel
Oct. 10, 2015| FT | Tyler Brule
From time to time this column takes on the part-time role of concierge for its readers. The requests that come across this desk are not unlike those that greet the men...
travel  due_diligence  concierge_services  market_research  sleuthing  primary_field_research  research_methods  Tyler_Brûlé  interpretation  forecasting  from notes
november 2015 by jerryking
Paving completed on Pike's Peak road, 13 years after Sierra Club suit - The Denver Post
archive of news story which contains two pieces of useful information:
* Jack Glavan was the manager of the Pikes Peak Highway
* The City of Colorado Springs manages the Pikes Peak Highway for the US Forest Service
pikespeak  pikespeakhighway  government  sleuthing  news  story 
september 2014 by aaronbeekay
Traders Seek an Edge With High-Tech Snooping - WSJ.com
Dec. 18, 2013 | WSJ | By Michael Rothfeld and Scott Patterson.

A growing industry uses surveillance and data-crunching technology to supply traders with nonpublic information.

Genscape's clients include banks such as Goldman Sachs Group Inc., J.P. Morgan Chase & Co. and Deutsche Bank AG, hedge funds including Citadel LLC and large energy-trading outfits such as Trafigura Beheer BV. Surveillance and analysis of the oil, electricity and natural-gas sectors can run Genscape clients more than $300,000 a year.
surveillance  data_driven  slight_edge  traders  hedge_funds  sleuthing  Genscape  sensors  commodities  corporate_espionage  competitive_intelligence  scuttlebutt  due_diligence  market_research  exclusivity  investment_research  research_methods  LBMA  nonpublic  primary_field_research  banks  Citadel  oil_industry  electricity  natural_gas  snooping  alternative_data  informational_advantages  imagery  satellites  infrared 
december 2013 by jerryking
Incognito
October 2003 | Report on Business Magazine | by Doug Steiner.

"...He always seemed a step ahead, and he did it by working harder, thinking harder and trading harder—and in ways that the competition couldn't quite grasp."

Steiner's 10 rules for making serious money:

1. Economists say investing is a zero-sum game It isn't. Money moves to smart hands quickly, and lazy investors pay a price. Tiger Woods became the been golfer by practising a lot. How many prospectuses have you read in bed after the news?
2. Really good investors rarely crow. If there is $5 to be made from a trade, there will be loss than $2.50 after you've blabbed about how smart you are. There are traders who quietly take home $10 million a year. They live beside you in a modest house and drive a beat-up Nissan.
3. The best follow rules and they‘re patient. They may not invest for months. One great trader I know wanted to buy a house in a fancy neighbourhood. He spent more than a week in the registry office on his vacation, searching the title on each property in the neighbourhood to find what buyers paid and how much of that was mortgaged, going back 20 wars. He got a good deal. He does the same amount of homework investing.
4. Sharp traders never add to losing positions. Too many headaches.
5. Smart investors. when puzzled about when to sell. wonder if they should buy more. If they don’t think they should buy more,they sell.
6. The most information wins. If you like a company, phone some people who work there. Apply for a job. Try their products. Phone the shipping dock to find out if they're busy.
7. Get a Bloomberg terminal. Bloombergs have more information in them than you can use, but smart people use a lot of it.
8. Following really smart traders around the market is hard. Most have more money to invest in a position than the arbitrage or opportunity can handle. They leave few tracks.
9. Great investors an: like great athletes—they see opportunities that others don’t. Often you don't realize that what they've made the most money on is even fungible.
10. If you can't do it yourself, find someone who likes the foldouts in annual reports more than anything. Their management fees are usually worth it. And they usually don't have slick marketing brochures.
Bay_Street  Doug_Steiner  traders  training  unfair_advantages  money_management  hedge_funds  rules_of_the_game  obscurity  slight_edge  opportunities  sleuthing  humility  discipline  patience  investment_advice  investors  investing  Bloomberg  dedication  idea_generation  overlooked_opportunities  primary_field_research  absorptive_capacity  perception  smart_people  arbitrage 
december 2013 by jerryking
Football's Secret Strategies - WSJ.com
Nov. 29, 2013 | | By Nicholas Dawidoff.

Fans of professional football are used to seeing NFL coaches on the sidelines holding what look like enormous bistro menus in front of their faces. These are "call sheets" for plays, distilled from the week's game plan, and they summarize the tactical choices on which NFL games depend. Because everything in a game plan is a closely guarded secret, most football fans have no real idea what they are watching as coaches and players, communicating through headsets or face to face, share this privileged information.... It was a life of perpetual meetings. Through winter, spring and summer, the coaches pored over film of practices and games, working through the actions of every Jets player and opponent in every play of the previous season, trying to understand why ideas succeeded or failed.

Come fall, the assistant coaches would scour the coming opponent's recent games on film and supply the offensive or defensive coordinator with their thoughts. The advance-scouting department would compile an opposition research dossier for the coaches thick enough that some called it "War and Peace." Teams that had recently beaten the Jets' next opponent were scrutinized; elements of their successful plays might be adapted or lifted outright.
NFL  strategic_thinking  coaching  strategies  secrets  preparation  planning  football  ideas  competitive_intelligence  sleuthing  scouting 
december 2013 by jerryking
To Avoid a Job Failure Learn the Culture of a Company First
July 14, 1998| WSJ |By Hal Lancaster.

The team suggested questions to ask during interviews. How does the company communicate with employees? Does the company encourage employees to learn more about the business? How do people get feed back? How do executives expect to be addressed? What's the company's dress code? What are typical work schedules? How are decisions made? How are raises and promotions decided? Who are the stars, and how did they reach that exalted state?

The consultants also advised employees to take their research beyond the interview. Michael McGinn, President of Executive Transition Group, an executive coaching and outplacement firm, suggested talking to current and former employees and members of professional trade associations to which the company's employees belong.

There are also clues in the stories told in annual reports and other company literature. Look for tales about company heroes to determine what is valued in an employee. Also, read open letters from the leadership and other self-descriptions.
Hal_Lancaster  organizational_culture  failure  first90days  sleuthing  primary_field_research 
december 2012 by jerryking
“410 Gone”: Infocide in Open Content Communities
"Infocide, the purposeful retraction and deletion of an online identity, is accompanied by a confusing set of neologisms such as cybersuicide and information suicide. I distinguish and identify these variations as a form of cyberlanguage. I then explore the complexities of infocide in open content communities (e.g., Python, Wikipedia, Ruby, Debian and Ubuntu) with respect to reasons, enactment, and community reactions. I find that infocides are often prompted by the exhaustion of maintaining an online life, by discontent towards an online community, and over privacy concerns that one’s real and online identifies have intersected. While some infocide is concise and complete, infocide is occasionally graduated, such as when one removes aspects of one’s identity including advanced status and capabilities (e.g., as an administrator). Because of the temptation to return to one’s former identity, infocide is sometimes made irreversible, such as by changing one’s account password to a…"
privacy  cybercide  onlinesuicide  markpilgrim  gratitude  sleuthing  deleting  communities  onlinecommunities  opencontent  onlineethnography  ethnography  2012  via:litherland  josephreagle  onlineidentity  identity  online  infocide 
september 2012 by robertogreco
ASAP Interview_Don Valentine
Forbes ASAP | by Rich Karlgaard.

The great thing about evaluating markets first is that usually there are very poor data sources. So you have to create these scraps of information and most people don't do that--they prefer to make a judgement on some other basis, whether the product is patentable, whether the technology is differentiated, whether the people are world class. To us, you can scrape and push and dig and find out tidbits of information which when you put them together, you get a conviction about when something will happen. You talk to people in distribution, you talk to all the sources of information that you can, and you make a judgment....Are you solving a problem? Are there great installations of incompatibility that need to be linked? Who cares about this product? and do they care with a time frame that's important to us--eight years, the length of a fund?...To me, the most important person in management beyond the president has always been the sales manager. I want to meet and get comfortable with the guy who is going to create the backlog. This is different that marketing. Marketing runs the company, as it should, but it is the sales department that creates the orders and creates the cash-flow. So the sales manager is always a very important character to me, much more important that a log of other people. They must be relentless, driven and have enormous energy. Winning is terribly important to them, Where we've had great successes with companies, we've had great sales managers. Where we've had mediocre success with companies, we've had mediocre sakes managers. Nothing happens if you don't get a backlog.
Sequoia  Don_Valentine  Rich_Karlgaard  due_diligence  sleuthing  information_sources  sales  tacit_data  scuttlebutt  incompatibilities  primary_field_research 
june 2012 by jerryking

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