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 8, 2019

Weekly Thoughts: Stealing the Sourdough

Here is something that caught our eye this week: Stealing the Sourdough Our approach to sharing information  Back in our hedge funds days, it was important that the individual positions owned by our funds were held in the upmost secrecy.  We could be the closests of […]
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 […]
October 28, 2019

Weekly Thoughts: Perfect Conditions

Here is something that caught our eye this week: Perfect Conditions We still hear Eliud Kipchoge  Last fall, we wrote about our admiration not only for Eliud Kipchoge’s running accomplishments (“Kipchoge broke the official marathon world record last weekend, finishing the Berlin marathon in 2:01:39, a full […]
October 14, 2019

Weekly Thoughts: Optimism

Here is a topic, first posted in 2014, that we have been thinking about recently: Optimism What happens if it works? Making decisions with imperfect or incomplete information is the defining characteristic of most business and investment decisions, particularly in the small business arena. Detailed due […]
October 7, 2019

Weekly Thoughts: T.N.T.

Here is something that caught our eye this week: T.N.T. Takes No Talent This week, we take a break from our regularly scheduled Patriots programming to look at the other end of the football spectrum: the Miami Dolphins.  We can all agree that the Dolphins […]
October 1, 2019

Weekly Thoughts: I Think I Can

Here is something that caught our eye this week: I Think I Can Life Lessons from the Little Blue Engine Growing up, one of our favorite books was The Little Engine That Could, the classic story of the small blue engine that, against all odds, helped […]