Monday, May 6, 2024

Maximizing returns

 


In 2009, Stanford business professor Tina Seelig split her class into groups and issued a challenge: Each group had $5 and 2 hours to make the highest return on the money. At the end, they'd give a short presentation on their strategy. What happened next was fascinating:

Most of the groups followed a simple approach: • Use the $5 to buy a few items. • Barter or resell those items. • Repeat • Sell final items for (hopefully) more than $5. These groups made a modest return on their initial $5.

A few groups ignored the $5. They thought up ways to make the most money in the allotted time: • Made/sold reservations at hot restaurants. • Refilled bike tires on campus. These groups made a good return on the initial $5. The winning group took a very different approach:

They had three realizations: 1. The $5 was a distraction. 2. The 2 hours of time was not enough to make an attractive, outsized return with a mini-business. 3. The most valuable "asset" was actually the presentation time in front of a class of Stanford students.

Recognizing the value of the hidden asset, they offered the presentation time to companies looking to recruit Stanford students. They sold the slot for $650, a huge return on the $5 of initial capital. The winning group thought differently and achieved an asymmetric outcome.

So, what can we learn from this story? Here are 3 steps to start thinking differently:

Step 1: Avoid the Distraction There will always be an "obvious" solution that is simple, clear, and entirely wrong. In the challenge, the $5 was nothing more than a distraction. It was a trap. To find the best path, you have to avoid the distraction.

Step 2: Ask Foundational Questions Ask and answer questions that expose and vet underlying assumptions and logic. • What's the real problem you are trying to solve? • What's your hypothesis? Why? • What are your core assumptions? Why?
• What evidence do you have? • What are your core options? • What alternatives exist? This takes time, but it's an essential exercise when facing a problem with the potential for non-linear rewards.

Step 3: Select the High Leverage Approach Slow down and evaluate the options on the table. Select the path most likely to generate the asymmetric, attractive risk-adjusted returns.

If the story teaches us one thing, it's this: Creative, non-linear, asymmetric thinking generates creative, non-linear, asymmetric outcomes. Enjoy this? Share it with your friends and follow me for more in future.









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