Kennon-Green & Co. Global Asset Management, Wealth Management, Investment Advisory, and Value Investing

The Energy Saving Investigation Continues!

Thank you all for the amazing comments and suggestions you left on my post about my investigative project with the weird kWh figures I was getting from my utility company.  I’ve been so obsessed with the project I haven’t had time to write individual responses, but I did read every one of them and, in many cases, add it to a task list to check and / or immediately go out and spend some cash on a device that could help narrow down the problem.

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Swedish Meatballs and Lingonberry Sauce with Last Night’s Episode of Breaking Bad

After my mom, dad, and youngest sister stopped by this afternoon for banana birthday cake, my brother and, later, my sister-in-law, came over for dinner.  We ended up opting for Swedish meatballs with lingonberry sauce and chunky red potatoes, while Tara, Aaron, and I caught up on last night’s episode of Breaking Bad, which none…

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Banana Birthday Cake with Cream Cheese Frosting and Pecan Garnish

With me turning 31 this week (thank you all for the birthday wishes on this morning’s post!), Aaron offered to make any birthday cake I wanted.  Now that we’ve tried most flavors following the past few years of non-stop cooking and baking, I decided to go with something slight off the beaten path: A banana birthday cake, finished with a cream cheese icing and chopped pecans.  

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Mail Bag: Cash Flow Versus EPS for Intrinsic Value Calculations

This is one of those inside-baseball questions that the serious, more-than-part-time investors out there will probably enjoy. Hi, Joshua.  I could read your blog all day.  Thanks for everything that you do. When I read your commentary on payout ratios, it seems to focus on EPS payout ratio, or dividend coverage.  I don’t understand why you don’t…

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Pot Roast and the Zombie Apocalypse

Yesterday, I mentioned that we should make some sort of stew or pot roast so the house was filled with the warm, inviting scent of roasting meat and vegetables for most of the day.  I didn’t think anything of it, and figured it would happen later in the week, but upon waking this morning, I heard grocery bags being unloaded and discovered the process had already begun to try a new pot roast recipe that included carrots, celery, potatoes, parsnips, beef broth, chicken broth, a finish of red wine, herbs, and a few other ingredients.  As I’ve sat here going through some work I need to finish, the fragrance keeps getting stronger; it feels like a home should.

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