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.
May 20, 2020

Weekly Thoughts: Rowing vs. Steering

Here is something that caught our eye this week: Rowing vs. Steering Some thoughts, first posted in 2017,about Operators vs. Investors  At Chenmark, we’re often torn between a desire to hop into the weeds of a portfolio company to help solve problems and the recognition […]
May 11, 2020

Weekly Thoughts: Optimists Die

Here is something that caught our eye this week: Optimists Die Lessons from the Stockdale Paradox   In the current environment, it can be difficult to know what tone to strike with our team.  It’s tempting to focus only on the multitude of COVID-19 related issues […]
May 8, 2020

Weekly Thoughts: Stupid Is As Stupid Does

Here is something that caught our eye this week: Stupid Is As Stupid Does Finding a better way to work   Lately, we are feeling our attention is scattered. With all that’s going on in the world combined with extra communication between multiple email accounts, numerous Slack […]
April 22, 2020

Weekly Thoughts: This American Life

Here is something that caught our eye this week: This American Life Business lessons from public radio  This week, we listened to a Start Up podcast, where host Alex Blumberg interviewed his ex-boss and host of NPR’s This American Life, Ira Glass.  For those unfamiliar, This American Life is […]
April 14, 2020

Weekly Thoughts: The Power of Broke

Here is something that caught our eye this week: The Power of Broke The benefits of limited resources  Given the widespread disruption to the global economy , it’s clear that regardless of the shape of an eventual recovery (“V”, “U”, or the dreaded “L”), we […]
April 14, 2020

Weekly Thoughts: Just Keep Walking

Here is something that caught our eye this week: Just Keep Walking An update to some thoughts from 2016   Back in 2016, we wrote about the benefits of our ritualistic daily walk. From the post: [Our walks are] an extremely productive way to ponder a […]