The Sugar Refiner Shares We Own Are Surprising Me (and More Portfolio Updates)

I hardly ever talk about the portfolios I manage (the last time was when I added Campbell Soup to the blue chip reserve portfolio in Some Changes In the Portfolio), mostly because investment ideas are rare.  Still, I write about it to the same extent I would be willing to discuss something over coffee with [...]

from Joshua Kennon

Cherrywood Capital Group Successfully Divested Two of Its Investments

Phase I of our secret project and my third quarter goals are both going really well, even though I’m spending an inordinate amount of time on the manuscript for my next book, which is a guide to calculating intrinsic value of stocks, bonds, real estate, and other assets. Everything Merging Under the Kennon & Company [...]

from Joshua Kennon

My Verdict on the Truefitt and Hill Shaving Sets and Shaving Product Line

We are expanding our shaving section at Kennon Home Accessories and one of the things I’ve been testing is the Truefitt & Hill line of shaving creams, shaving lotions, aftershave, colognes, and other products. It is toward the higher end of the price point when it comes to luxury shaving sets for men (a bottle [...]

from Joshua Kennon

A Brief Flirtation with a Cinnabon Franchise

I mentioned yesterday in the article on Dairy Queen franchise owners that after graduating from college, Aaron and I had looked into putting capital to work by opening several franchises in the town where we grew up.  We thought it would be a good place to invest the money we were earning from our other [...]

from Joshua Kennon

Michel Perchin Pens Really Turn Me On

When I was a teenager sitting in high school French class, I recall relentlessly mocking my teacher for the idiocy of buying a $200 or $300 pen.  Fast forward to today, and not only do I have a massive pen collection, but I’ve fallen completely and totally in love with Michel Perchin pens to the [...]

from Joshua Kennon