Our weekly thoughts and general ramblings about everything related to business – from industries and investments to management and operations.

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The Sound of Silence

We recently learned that Ruth Bader Ginsberg was known for her awkward pauses (to be fair, probably not awkward for her, just awkward for her counter-parties.) From a 2013 The New Yorker article: "During conversations, she is given to taking lengthy pauses. This can be unnerving, especially at the Supreme Court, where silence only amplifies the sound of ticking clocks.

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What We Learned About Capital Allocation at the Canucks Game

We recently decided to pay down a large chunk of debt at one of our portfolio companies ahead of its scheduled amortization.  The company in question had a fantastic 2017 and generated significant excess free cash, which put us in the welcome position of having to determine the most prudent allocation of that capital.  Our options in this regard were relatively straightforward

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