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.

Mental Model by Joshua Kennon

Mental Model: Expression Contagion

Mental Model: Expression Contagion Whether you are a business leader, running a non-profit, or even a weekday book club, one of the most dangerous assumptions you can make as a decision maker is believing that people implicitly agree with you.  A lot of folks mistake lack of opposition for consent or affirmation when that is…

McDonald's Black and White Burger Taipei

The Black and White Burgers of McDonald’s Taipei

Long story short, I’ve been looking into Taipei for various reasons and, in the process, discovered that McDonald’s serves limited edition White and Black burgers there.  Besides the fact it warms this American’s heart to know that I’m collecting New Taipei dollars (McDonald’s dividend day was last week and, with the exception of my two sisters, I have practically every member of my family holding shares somewhere, so the deposit is fresh on my mind as I saw it come in across the accounts), I would very much like to try these out of sheer curiosity.

The Missouri Sky

Whenever I’m traveling, one of the things I miss most is the Missouri sky.  Even during the trip to California a few weeks ago, where we saw everything from beautiful wine country to world class beaches, the sky wasn’t of the same caliber.  Though the same weather patterns can sometimes spawn monster thunderstorms, they give birth to breathtaking works of art.  It’s that sky that helps make the ground so verdant.