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.
February 26, 2018

Weekly Thoughts: Building a Phoenix

Here is something that caught our eye this week: Building a Phoenix At Chenmark, we aim to own and help support the management of companies that have consistent, durable earnings power.  We focus much of our energy thinking about ways to protect and grow that […]
February 19, 2018

Weekly Thoughts: Growing Beans

Here is something that caught our eye this week: Growing Beans Since some of our readers may not be as up to speed on headlines dominating the Maine news, we thought we’d share our thoughts on a recent policy change from our iconic hometown retailer, L.L. Bean.  […]
January 12, 2018

Weekly Thoughts: Fat or Strong?

Here is something that caught our eye this week: Fat or Strong? As we kick off the New Year, our portfolio companies are beginning to execute on their 2018 strategic plans, which, as one might expect, focus in part on various growth opportunities. From a […]
November 3, 2017

Weekly Thoughts: Growth Capex

Here is something that caught our eye this week: Growth Capex As we approach our year-end budgeting and strategic planning sessions, a key question is how much we should plan to spend on capital expenditures. The prudent long-term oriented business owner must first budget for […]