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.
December 23, 2019

Weekly Thoughts: We (Still) Like Ike….’s Matrix

Forward to a Friend  Here is something that caught our eye this week: We (Still) Like Ike….’s Matrix Back in 2018, we wrote that one of the biggest challenges for the operator of a small business is time management.  With limited resources and personnel, there […]
December 16, 2019

Weekly Thoughts: Q-Tips

Here is something that caught our eye this week: Q-Tips A post,  first written in 2016, about not following the crowd.   In 1923, Leo Gerstenzang saw his wife pierce a cotton ball with a toothpick and use the resulting tool to delicately clean their baby. It […]
December 10, 2019

Weekly Thoughts: The Next Right Thing

Here is something that caught our eye this week: The Next Right Thing Princess Anna and The Slight Edge   For those readers that don’t have a three year old daughter, Frozen 2 came out Thanksgiving weekend.  For those who do, well, the snow glows white […]
December 6, 2019

Weekly Thoughts: Operator vs. Investor

Here is something that caught our eye this week: Operator vs. Investor What is Chenmark?  This week we had the privilege to spend time with some graduate students talking about Chenmark’s strategy.  A central part of the discussion pivoted around whether we are operators or […]
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 […]