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



Weekly Thoughts: Stealing the Sourdough

Here is something that caught our eye this week: Stealing the Sourdough Our approach to sharing information Back in our hedge funds days, it was important that the individual positions owned by our funds were held in the upmost secrecy.  We could be the closests of friends with someone, but if they worked for a different fund, we simply would never talk about the details of investment positions.  After all, sharing such information was tantamount to sharing the special sauce. Fast forward to today, when our world is more operational than investment oriented.  Quite often we get inbound requests from people

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Weekly Thoughts: Perfect Conditions

Here is something that caught our eye this week: Perfect Conditions We still heart Eliud Kipchoge Last fall, we wrote about our admiration not only for Eliud Kipchoge’s running accomplishments (“Kipchoge broke the official marathon world record last weekend, finishing the Berlin marathon in 2:01:39, a full 78 seconds faster than the existing record.  To make sure we’re giving this enough kudos, THAT IS AN AVERAGE PACE OF 4:38.4 PER MILE”), but also for his discipline focused mindset (“Only the disciplined ones in life are free. If you are undisciplined, you are a slave to your moods and your passions.”) This week,

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