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.
October 28, 2019

Weekly Thoughts: Technical Debt

Here is something that caught our eye this week: Technical Debt Deliberate, Inadvertent, Reckless and Prudent We recently had an interesting conversation about Technical Debt with a rep from one of our industry ERP vendors.  In software development, coders will often take short cuts in the way they […]
March 18, 2018

Weekly Thoughts: What We Learned About Capital Allocation at the Canucks Game

Here is something that caught our eye this week: What We Learned About Capital Allocation at the Canucks Game We recently decided to pay down a large chunk of debt at one of our portfolio companies ahead of its scheduled amortization.  The company in question […]