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



Weekly Thoughts: Pratfalls, We’ve Had a Few

Here is something that caught our eye this week: Pratfalls, We've Had A Few Turns out, mistakes can make you more likable.   Readers of our most recent Weekly Thoughts know we are not immune from making mistakes (yes, we know it’s Eliud not Eluid…).  In an effort to feel better after making such a blunder, we reminded ourselves that our mishap could make us beneficiaries of the so-called Pratfall Effect (fingers crossed). As a reminder for the non-logophiles in the group, a pratfall is a “humiliating mishap or blunder”.  The aptly named Pratfall Effect was developed in 1966 by social psychologist Elliot Aronson in reference to

Read More

Weekly Thoughts: Baby, Now We Got Bad Blood

Here is something that caught our eye this week: Baby, Now We Got Bad Blood This week we listened to a fascinating Recode Decode podcast with John Carreyrou, the Wall Street Journal reporter who initially broke the Theranos-is-a-fraud story back in 2015, and author of the recently published Bad Blood: Secrets and Lies in a Silicon Valley Startup. For those unfamiliar, Theranos, founded in 2003 by Elizabeth Holmes, is a biotechnology company that was, for a period of time, the darling of Silicon Valley.  At its height, it attracted $900 million of capital from high-profile investors such as Robert Kraft, Larry Ellison, and

Read More

Weekly Thoughts: @Wendy’s

Here is something that caught our eye this week: @Wendy's Sometimes we have debates about the right tone to strike when writing our Weekly Thoughts newsletter.  On one hand, we think it is important to convey the seriousness of purpose with which we take our investments and our companies.  On the other hand, we also think it’s important that we don’t take ourselves too seriously.  This tension sparks quite a lot of internal banter about the balance between what is “putting our best foot forward” and what is just boring. As we continue to figure out our brand personality, we were interested to

Read More