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.
June 15, 2020

Weekly Thoughts: Recovery

Here is something that caught our eye this week: Recovery A repost from 2016 on the benefits of recovery  As athletes, we are familiar with the notion that appropriate rest and recovery is a key factor in achieving our performance goals, and we structure our […]
June 15, 2020

Weekly Thoughts: Cats Meow, Dogs Bark

Here is something that caught our eye this week: Cats Meow, Dogs Bark The perils of a big business leader in a small business setting One of the largest challenges we face in building our team of small businesses is talent acquisition.  Finding high integrity, […]
June 15, 2020

Weekly Thoughts: Purposeful Stupidity

Here is something that caught our eye this week: Purposeful Stupidity A repost from 2015 on the art of being ignorant – on purpose This week we stumbled upon a few articles which highlighted the potential benefits of stupidity. While most people (ourselves included) intuitively grasp […]
June 15, 2020

Weekly Thoughts: Steel Strong

Here is something that caught our eye this week: Steel Strong There are no miracles. There is only discipline.   This week, we read a fascinating article in Glamour magazine about Danielle Steel’s incredible work ethic.  It is possible you are asking yourself, who’s Danielle Steel?  Let us […]
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 […]