Protected: Lunch with an Old Friend
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Last night, I was talking with Aaron about the situational knowledge mental model and its implication for business innovation. For those of you who aren’t familiar with it, situational knowledge is a type of experience-based knowledge that arises either organically or through training, creating a database of relevant facts and implicit understandings about situations, people, […]
If you’ve been paying attention to any newspaper, television, or radio station, the past 72 hours probably seemed like something straight out of a fiction novel or film. Though the chances are still remote, a series of events has been set into motion that, due to the existence of several mutual defense treaties among various […]
I’m taking it as a given that practically everyone who reads this site has already gone through Warren Buffett’s stockholder letter, which Berkshire Hathaway released today. Personally, I love how, for only the third or fourth time in his career, Buffett essentially provides enough mathematical evidence to say to people, “You’re a moron for not buying […]
For those of you who missed it last month, CVS Caremark, a publicly traded pharmacy / distributor / convenience store empire, generates about $123 billion in sales every year. Of that, roughly $2 billion is from tobacco; mostly cigarettes. It’s a highly profitable item that brings in repeat business (folks stop in for a pack […]
The Wall Street Journal had a recent story detailing the trend of small investors jumping back into stocks, some trading options and futures. I’m old enough now, combined with twin quirks of being interested in finance at such a young age and having my lifespan line up with some interesting times in the capital markets, […]
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