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.
Here is something that caught our eye this week: 98 Degrees Just when you think you know something Anybody with children knows how quickly plans get thrown out the window when a kid wakes up with a fever (for those without, any childcare or school plan […]
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 […]
Here is something that caught our eye this week: We Love Lamp? We are constantly thinking about how to conduct impactful analysis that will actually deliver improved outcomes, not just doing work for the sake of doing work. Unlike public market investors who receive audited financials […]
Here is something that caught our eye this week: Chart or Table? Recently, we have been working on improving our reporting both at the individual company level as well as across the portfolio. As with any reporting initiative, the key objective of our work is […]