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.
November 21, 2019

Weekly Thoughts: Mother Runner

Here is something that caught our eye this week: Mother Runner How to win despite having no time or resources  We recently enjoyed a New York Times article about Katie Arnold, winner of the 2018 Leadville 100, a notoriously difficult ultra-marathon.  Held annually in Leadville, Colorado, the race covers […]
November 11, 2019

Weekly Thoughts: The Bait and Tackle Shop

Here is something that caught our eye this week: The Bait and Tackle Shop Just because something cannot scale does not mean it cannot earn outsized returns  We recently came across an investment opportunity that reminds us of the proverbial bait and tackle shop. While […]