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.
Goodbye, California. In the words of your famous Governor, “I’ll be back”, but for now, it’s time to go home to Kansas City. We returned the rental car after driving 1,000 miles exploring your beaches, mountains, groves, vineyards, and deserts to consider whether it would be a good fit for our business and life. Now,…
We fly out tomorrow morning, so we decided to call it a trip, check into a hotel near the airport, and get up early so we can sit in the gate without having to rush or fight traffic. I’m going to try and get some work done, maybe read a bit. I bought 5-6 new…
We are staying The Langham Huntington in Pasadena. It’s a very cool, old hotel with a unique history sitting on 23 acres. The gift shop sells a book detailing the timeline, which I bought and hope to get to later. For now, I’ll paraphrase Wikipedia: It was originally constructed in 1907 by civil war veteran General Wentworth. Four years later, railroad tycoon Henry Huntington – we visited his home and gardens earlier today – bought it and, within 36 months, had it reopened under his name.
After viewing the fields of Ojai yesterday, we decided to go to Pasadena today, with a quick detour to La Cañada Flintridge. A big thank you to A Patel, who suggested in the comments on the post about Montecito that we stop by The Huntington Library, Art Collection and Botanical Gardens. This place is wonderful! I knew next…
I’ve never seen land like the real estate in the Ynez Valley, including the drive to Ojai, California. This is one of, if not the, most beautiful place in the United States. Once you make it out of the cities, it’s nothing but huge, rolling fields with tractors going through them, blueberries, strawberries, grapes, citrus, cattle, and horses; it’s perfection.
We finally arrived after our drive from Santa Barbara to Solvang and this place is like a time warp! The whole village is old-school Danish, complete with windmills, brewing companies, bakeries, toy stores, candles; it’s legit. You can rent bicycles and ride around the streets or go pick up an expensive carved cuckoo clock. I…
We’ve looked around Santa Barbara and now it’s time to head out to the countryside; specifically, the Danish town of Solvang. The trip was like going through a more beautiful version of my home state of Missouri. It even included seeing the first cattle farm we’ve spotted in the entire time we’ve been in California.…
It’s a beautiful morning in Montecito! We’re going to head to Santa Barbara, then explore some of the rest of the surrounding area including Solvang and Ojai, which I’ll put in a later post.
Picking up from Part I of today’s post, we are going from Santa Monica to Santa Barbara, or more specifically, Montecito today with plans to explore the Santa Barbara area tomorrow. Our trip will be coming to an end soon, so we have to make sure to get in as much as we can on…
We’re visiting Rancho Santa Margarita, Newport Coast, Newport Beach, Huntington Beach, Rancho Palos Verdes, Palos Verdes Estates, and much more this afternoon on our way up to the Santa Barbara area. It’s going to be quite a bit of time in the car, but I have my notebook ready and I’ll be taking pictures as…