Our weekly newsletter provides a brief snapshot of issues we have been working on internally, research topics we have been pursuing, or interesting articles or media that have come across our desk and impacted our thinking.
April 16, 2018

Weekly Thoughts: Get Low

Here is something that caught our eye this week: Get Low There have been many articles in the news recently covering the implications of historically low unemployment rates, which are nationally projected to fall below 4% this summer.  Since one popular Bloomberg article showcased the impact of low unemployment […]
April 9, 2018

Weekly Thoughts: A Bookstore?

Here is something that caught our eye this week: A Bookstore? A small, independent bookstore recently opened in our neighborhood.  We really want to support our local business community but every time we walk by this establishment, we silently pity the obviously misguided purveyor, wondering who in their right […]
April 2, 2018

Weekly Thoughts: Productivity Differentials

Here is something that caught our eye this week: Productivity Differentials One of the things we love about our work is seeing how academic theory translates into business reality in real-time.  For example, several researchers have sought to explain differing operational and financial performance across businesses […]
March 26, 2018

Weekly Thoughts: Sharing is… Caring?

Here is something that caught our eye this week: Sharing Is… Caring? Recently we put together a “Year in Review” of our business operations to share with various stakeholders.  We found reflecting on the performance of our company and establishing goals for the year ahead […]
March 18, 2018

Weekly Thoughts: What We Learned About Capital Allocation at the Canucks Game

Here is something that caught our eye this week: What We Learned About Capital Allocation at the Canucks Game We recently decided to pay down a large chunk of debt at one of our portfolio companies ahead of its scheduled amortization.  The company in question […]
March 12, 2018

Weekly Thoughts: Pozen Priorities

Here is something that caught our eye this week: Pozen Priorities When recent travel commitments stressed already long to-do lists, we were reminded of an old professor, Bob Pozen, who, apart from teaching us the basics of various financial institutions, was something of a productivity guru – […]