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Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel

Value Hive Podcast

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Sam Zell's Am I Being Too Subtle?

Sally Kohn: Sam Zell's book, Am I being too subtle? is a great example of a guy just taking action and not necessarily waiting for the universe in air quotes to give him permission. She says value investors get into this philosophical trap of reading one more Nick sleep letter before they can go out and do something. Kohn: One of their skills, which you don't see in many others is the ability to discard bad ideas very quickly. There's no right or wrong answer; it's just why don't I run with this?

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