WEEKLY THOUGHTS

Here is something that caught our eye this week: Patience (Or, We're On To Cincinnati) Some thoughts, first posted in 2015, about the long-term This week we spent some time thinking about patience. Over the last few months, we have actively sought out advice from many people in our network as we tackle the challenges and formulate the strategies associated with helping to operate a company. Universally, they all encouraged us to resist the urge to do too much, a perspective we certainly understand. We deliberately seek out investments that are already performing very well by most objective measures, and with