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.
May 17, 2017

Weekly Thoughts: Paradox of Place

Here is something that caught our eye this week: Paradox of Place We recently attended an event where it seemed like everybody lived in either New York, Boston, or San Francisco. Since Chenmark is headquartered in the 519th largest city in the country, the observation […]
May 12, 2017

Weekly Thoughts: Triage

Here is something that caught our eye this week: Triage We recently listened to an exceptional Radiolab podcast which made us think about how priorities are set and decisions are made in the most difficult of circumstances. The podcast, titled Playing God, highlighted work done […]
May 8, 2017

Weekly Thoughts: Data Wildcatting

Here is something that caught our eye this week: Data Wildcatting In a previous life, we spent our days thinking about things like style factors, arbitrage strategies, and smart beta. We relied on some of that experience this week when reading about an ongoing debate […]
April 28, 2017

Weekly Thoughts: Harvard Business School

Here is something that caught our eye this week: Harvard Business School We recently heard of a book titled The Golden Passport: Harvard Business School, the Limits of Capitalism, and the Moral Failure of the MBA Elite, which has received considerable coverage in the popular […]
April 21, 2017

Weekly Thoughts: Playing Baseball

Here is something that caught our eye this week: Playing Baseball We recently participated in a small group “fireside chat” at a leading business school. We began the talk by explaining our belief that buying companies at reasonable valuations, employing conservative capital structures, taking a […]
April 17, 2017
2017.04.14 - FP

Weekly Thoughts: Free Gift?

Here is something that caught our eye this week: Free Gift? While we don’t intend to make a habit of revisiting old Weekly Thoughts material, we have been interested to see the ongoing impact of Dollar Shave Club on the razor market, a phenomenon which […]