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.

Tesla Motors showroom in Munich, Germany

New Jersey Bans Tesla to Protect Car Dealer Monopolies

Tesla Motors, the Silicon Valley-based electronic car company that has revolutionized energy efficient vehicles and become a cult icon, operates its business like Apple.  It designs amazing products, then sells them direct-to-consumers through specialty branded stores, staffed with knowledgeable sales associates.  By cutting out the middleman, Tesla can pass more savings on to the consumer,…

Mental Model by Joshua Kennon

Mental Model: Situational Knowledge

Mental Model: Situational Knowledge 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…

Joshua Kennon Christmas 2013

Christmas In January

We spent Christmas Eve this year with my in-laws, and Christmas morning over at my parent’s house having breakfast.  Unfortunately, with my sister and her family living a couple hundred miles away now, they weren’t able to be there.  (My mom and dad, not being able to stand not to see their grandkids, got in…