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.
December 16, 2016

Weekly Thoughts: Drybar

Here is one thing that caught our eye this week: Drybar Those who know us well know that our daily haircare routine maximizes efficiency (potentially at the expense of style). Besides a quick shower and (potential) comb through the hair, we don’t do any fancy […]
December 9, 2016

Weekly Thoughts: Celebrity ROI and Donahoe Reflections

Here are two things that caught our eye this week: Celebrity ROI As investors, we’re always keen to apply the lens of returns to many facets of life, whether it be global markets, individual companies, restaurants, or exercise regimes. As such, we were interested to […]
December 5, 2016

Weekly Thoughts: Ticket Bots

Here is one thing that caught our eye this week: Ticket Bots While some members of the Chenmark team are avid football fans, it was only recently that we attended our first live professional football game. It was undoubtedly a fun outing, but we cannot […]
November 18, 2016

Weekly Thoughts: Eating Broccoli and The Small Business Revolution

Here are two things that caught our eye this week: Eating Broccoli We have been thinking a lot recently about silver bullets. Entrepreneurial culture tends to concentrate, for good reason, on examples of massive efficiency-creating technology or truly exceptional leadership. Uber represents a one-stop solution […]
November 7, 2016

Weekly Thoughts: The Average Man

Here is one thing that caught our eye this week: The Average Man Today, the concept of using an average to understand data is second-nature and impacts almost everything around us — building codes, furniture dimensions, clothing sizes, standardized tests, infant growth charts, and stock […]
November 1, 2016

Weekly Thoughts: Add-Backs and MCISRE

Here are two things that caught our eye this week: Add-Backs As small business investors, we are very familiar with the concept of “add-backs,” expenses that artificially decrease the true run-rate earnings of a given company. Analyzing and accurately calculating these expenses is a crucial […]