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, 2019
New Hampshire

Weekly Thoughts: N.P.S. BS?

Here is something that caught our eye this week: N.P.S. BS? Turns out, measuring customer satisfaction on a scale of 1-10 isn’t a silver bullet   Every time we get comfortable with a “truth”, something happens that throws us for a loop.  Fat was bad, now […]
May 11, 2019

Weekly Thoughts: Hard Work (Repost)

Some thoughts, first posted in 2015, about labor illusions, effort traps, and showing up   Hard Work Early in our careers, we were told that as a junior employee, one should always be the first person in the office and the last to leave. We took this […]
May 11, 2019
Jacksonville Beach, FL

Weekly Thoughts: Longhand For The Mind

Here is something that caught our eye this week: Longhand For The Mind Purposefully doing things the slowest way possible   Today, there is an obsessive devotion to increasing efficiencies based on an implicit belief that faster equals better, always.  Great, we closed the books in […]
May 11, 2019
Monashee Powder

Weekly Thoughts: And The Beat Goes On

Here is something that caught our eye this week: And The Beat Goes On The heartbeat of a Chenmark company  When we first started our endeavors at Chenmark, we simply purchased one company at a time, and each was a standalone entity that just happened […]
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 […]