When he was CEO of Amazon Jeff Bezos was famous for passing along emails from customers to staff when it was obvious the company had done something that wasn’t “customer-centric.”

One of the best articles I read recently was about this guy, Dr. Paul Janssen, who spent years building a model of Ohio Stadium (The Ohio Stadium) out of Legos.

We had a joke at my old office that Ponzi Schemes would be a great asset class if only someone could appropriately manage the duration risk.

Our joke with investors is that the biggest risk to our ability to execute our investment strategy is cholesterol.