Joshua Kennon is a Managing Director of Kennon-Green & Co., a private asset management firm specializing in global value investing for affluent and high net worth individuals, families, and institutions. Nothing in this article or on this site, which is Mr. Kennon's personal blog, is intended to be, nor should it be construed as, investment advice, a recommendation, or an offer to buy or sell a security or securities. Investing can result in losses, sometimes significant losses. Prior to taking any action involving your finances or portfolio, you should consult with your own qualified professional advisor(s), such as an investment advisor, tax specialist, and/or attorney, who can help you consider your unique needs, circumstances, risk tolerance, and other relevant factors.

A Different View from Reception Looking into the Conference Room

Kennon-Green & Co. Recently Grew to More than $105 Million Under Management and Is Relocating to an Expanded Office at 520 Newport Center Drive in Newport Beach, California

Fueled by a combination of reinvested profits (realized and unrealized gains, dividends, and interest), net client contributions, and new private client relationships, our wealth management business has recently found itself entrusted with more than $105 million in capital. This growth, combined with having a new baby and my desire to be able to walk to work in a matter of minutes, has resulted in an acceleration of our plans. Therefore, effective September 1st, 2021, Kennon-Green & Co. will be headquartered at one of the most beautiful buildings in the United States.

Dorian Resting on a Baby Blanket

We Are Dads! Our First Child, Dorian Alexander Kennon-Green, Was Born!

Aaron and I are ecstatic to share with you that our son, Dorian Alexander Kennon-Green, was born in mid-April. After a gestational surrogacy journey that began several years ago, it all paid off when he came into the world in perfect health, weighing 7 lbs. 5 ounces. As I have told friends and family, he was born with a head full of hair, and, to our great fortune and blessing, a temperament that is sweet and patient. It has been one of the great joys of our lives to get to know him.

GameStop Corp stock index is seen on a smartphone. Trading in GameStop impacts Wall Street hedge funds. PENANG, MALAYSIA - 31 JAN 2021.

Let’s Talk About the GameStop Short Squeeze

The news has been filled with stories about GameStop and other stocks with high “short” interests being squeezed in recent weeks so there is no point in me rehashing the specifics. There is a lot I could cover about the actual procedure for how trades settle, how short squeezes happen, who is innocent and guilty, and a host of other relevant topics. Enough ink has been spilled, digital and print, that I’m going to focus on the bigger picture, instead. This whole situation is not good.

Waterfall Style Quarter-Cut Walnut Conference Table Kennon-Green & Co

Happy New Year! A Look Inside Our Life as We Set Out to Make 2021 Incredible!

As I write this message, it is January 2nd, 2021.  Today marks the second day of the new year, the thirteenth day since the start of winter, and the 13,987th day of my life.  The holiday weekend afforded me something I haven’t had in a long time: a moment of respite as much of the world shut down for celebration. Well-rested, I’m ready to jump into the New Year. Here is an inside look at some of the things going on in our home and business as we gear up for a post-pandemic world.

Waking Up to Aaron's Chocolate Chip Cookies with Guittard Chocolate

A Wonderful Christmas in a Strange and Unusual Year

Merry Christmas!  I hope all of you are doing well and that your celebrations  were filled with happiness, laughter, and good food! For our part, this year marked the 20th Christmas that Aaron and I have spent together.  Like every one of those other Christmases, it was one of the best days of my life (despite the unusual circumstances and challenges this year has brought).  We decided that with the world feeling so uncertain, and the need to remain socially distanced from others, it would be the perfect opportunity to stay home, wear knitted sweaters and jeans, and enjoy a classic early-to-mid twentieth century dinner; pure, old-school comfort food that envoked a sense of warmth and safety, friends and family, prosperity and peace.