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 15, 2019
Sea Island, GA

Weekly Thoughts: Ugh, Millennials

Here is something that caught our eye this week: Ugh, Millennials Changing trends in stalwart industries  As our business is oriented around lengthy holding periods, a central tenant to our deal evaluation process is whether or not we think we can own something for a long […]
April 15, 2019
Silver Star

Weekly Thoughts: Patience (Or, We’re On To Cincinnati)

Here is something that caught our eye this week: Patience (Or, We’re On To Cincinnati) Some thoughts, first posted in 2015, about the long-term This week we spent some time thinking about patience. Over the last few months, we have actively sought out advice from many […]
April 8, 2019
Silver Star

Weekly Thoughts: Palaces For The People

Here is something that caught our eye this week: Palaces For The People Social Infrastructure For Small Businesses  We recently heard the phrase “Palaces for the People”, which was coined by steel tycoon Andrew Carnegie. Usually portrayed as a ruthless capitalist, Carnegie also had a […]
March 26, 2019

Weekly Thoughts: You Have An MBA? You’re Hired!

Here is something that caught our eye this week: You Have An MBA? You’re Hired! The (weak) link between CEO pedigree and performance   It doesn’t take an MBA to understand that the people who do the hard work, every day, of running our companies are […]
March 18, 2019

BTSB: Owen McCarthy of MedRhythms

Below are some excerpts from our conversation with Owen McCarthy, Co-founder and President of MedRhythms, a Maine-based digital therapeutics company that uses music to help drive clinical outcomes for people following neuro injury or disease.  The idea for the company was born when Owen’s co-founder Brian utilized auditory techniques […]
March 11, 2019
Phoeniz, AZ

Weekly Thoughts: Do You Even ESOP, Bro?

Here is something that caught our eye this week: Do You Even ESOP, Bro? What do Cod Vessels, John Rockefeller, and KKR have in common? In the past year, we have spent a lot of time studying various incentive systems.  At first, our focus was on […]