investing Archives – Chenmark

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

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Dark scenic photograph of a mountain lake at twilight, with a deep blue sky, faint stars, silhouetted trees, and the last light of sunset near the horizon.

Dark scenic photograph of a mountain lake at twilight, with a deep blue sky, faint stars, silhouetted trees, and the last light of sunset near the horizon.

Grabbing Smoke

The mystery is what makes it fun.

Decorative only Isle au Haut coastline with rough seas.

Decorative only Isle au Haut coastline with rough seas.

Mind the Gap

It's more about “hitting singles” than risking our operations by making big bets.

October 6, 2023

Company A vs. Company B

Are we going to get it right every time? Absolutely not.

August 11, 2023