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 10, 2017

Weekly Thoughts: CEOs

Here is something that caught our eye this week: CEOs This week, we stumbled across the work of Adam Bryant, author of The New York Times Corner Office column, in which he interviews CEOs of various companies about leadership and management. In October, Bryant published […]
November 3, 2017
2017.11.03 - FP

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 […]
October 30, 2017
2017.10.27 - FP

Weekly Thoughts: Chart or Table?

Here is something that caught our eye this week: Chart or Table? Recently, we have been working on improving our reporting both at the individual company level as well as across the portfolio. As with any reporting initiative, the key objective of our work is […]
October 20, 2017

Weekly Thoughts: Enjoy LaCroix

Here is something that caught our eye this week: Enjoy LaCroix This week we spent some time learning the story behind sparkling water brand LaCroix (pronounced “la-croy”, as in “enjoy LaCroix”). Started in La Crosse, Wisconsin in 1981 by the G. Heileman Brewing Company, LaCroix, […]
October 16, 2017
2017.10.13 - FP

Weekly Thoughts: The Taste Gap

Here is something that caught our eye this week: The Taste Gap From time to time, we speak with people who are considering a life change, whether it be geography, career, or relationship related. Although this type of conversation lends itself toward extensive discussion surrounding […]
October 6, 2017
2017.10.06 - FP

Weekly Thoughts: Pot Odds

Here is something that caught our eye this week: Pot Odds As most of us will remember from Econ 101, a “sunk cost” is an expense that has already been incurred and cannot be recovered. Professors refer to this concept with freshman college students as […]