Kennon Green Enterprises

February 10, 2012

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

August 19, 2010 By Joshua Kennon Leave a Comment

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 fellow investors so here are some thoughts about what has been going on at Kennon Green Enterprises lately. The shares of the sugar refiner I had one of my businesses buy only 3 months ago … [Read more...]

Filed Under: My Businesses Tagged With: Benjamin Graham, Berkshire Hathaway, call options, Campbell Soup Company, Cherrywood Capital Group, coffee, common stock, derivatives, General Electric, Kennon, Kennon & Company, Kennon Green Enterprises, retirement, stocks, sugar, value investing

Kennon Green Enterprises Redesign

August 13, 2010 By Joshua Kennon Leave a Comment

As part of our secret project, the Kennon Green Enterprises site was redesigned following the divestiture of two of our retail businesses. There is still a lot of work to be done on it, but a year from now, it should all be worth it when people find out what we are doing behind the scenes. … [Read more...]

Filed Under: My Businesses Tagged With: Kennon, Kennon Green Enterprises

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About Joshua Kennon

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