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.
January 20, 2020

Weekly Thoughts: Stop Whining

Here is something that caught our eye this week: Stop Whining A little less conversation, a little more action  We recently listened to a podcast with Aline Brosh McKenna, a screenwriter, producer, and director best known for writing The Devil Wears Prada (which I think we can all agree was […]
January 13, 2020

Weekly Thoughts: Three Things

Here are three things, first printed in 2015, that continue to shape our thinking: Dare to Be Great Howard Marks of Oaktree Capital is one of the great writers on the investment process.  We enjoy reading each of his very popular memos.  Early in 2014, […]
December 23, 2019

Weekly Thoughts: We (Still) Like Ike….’s Matrix

Forward to a Friend  Here is something that caught our eye this week: We (Still) Like Ike….’s Matrix  Back in 2018, we wrote that one of the biggest challenges for the operator of a small business is time management.  With limited resources and personnel, there […]
December 16, 2019

Weekly Thoughts: Q-Tips

Here is something that caught our eye this week: Q-Tips A post,  first written in 2016, about not following the crowd.   In 1923, Leo Gerstenzang saw his wife pierce a cotton ball with a toothpick and use the resulting tool to delicately clean their […]
December 10, 2019

Weekly Thoughts: The Next Right Thing

Here is something that caught our eye this week: The Next Right Thing Princess Anna and the Slight Edge  For those readers that don’t have a three year old daughter, Frozen 2 came out Thanksgiving weekend.  For those who do, well, the snow glows white […]
December 6, 2019

Weekly Thoughts: Operator vs. Investor

Here is something that caught our eye this week: Operator vs. Investor What is Chenmark? This week we had the privilege to spend time with some graduate students talking about Chenmark’s strategy.  A central part of the discussion pivoted around whether we are operators or […]