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CIMple Truths
Look, we have empathy for the analysts at investment banks tasked with putting together lengthy decks about small private businesses (aka Confidential Information Memorandums or CIMs for those not in the know).
Your Downgrade is Not an Upgrade
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.”
The Lego Investor
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.
If You’re Going to Invest in Ponzi Schemes, Diversify
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.
Coffee, a Strong Dollar, and the Reverse Pareto
Our joke with investors is that the biggest risk to our ability to execute our investment strategy is cholesterol.