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.

Daelmans Stroopwafels

Stroopwafels Have Become My Obsession

I want to officially thank the people of The Netherlands for one of their greatest contributions to human civilization: the Stroopwafel.  How I managed to go 36 years of life without ever experiencing the joy that is this amazing combination of toasted waffle, caramel, cinnamon, and vanilla is beyond me.  My Stroopwafel obsession has gotten to the point that Aaron laughs at me because I just can’t help myself.  It’s so bad that because I try to limit my daily consumption of sugar, I actually look forward to going to bed just knowing that I can get up and have another Stroopwafel.  This is out of control.

New Coke Stranger Things

You Can Special Order the “New Coke” Formula for a Limited Time as Part of a Netflix Stranger Things Product Tie-In

If you ever wanted to try the infamous “New Coke” that resulted in global boycotts of Coca-Cola when it briefly replaced the classic formula, now is your chance. Of course, me being me, this post ended up turning into an academic discussion about long-term investing including a mini-case study of Coke over the past 34 years.

Joshua Kennon Beef Stroganoff Recipe Post Header Image

Trying a Beef Stroganoff Recipe at Home

Sometime within the last week, Aaron and I were talking and he brought up a dish many of you will probably remember: Beef Stroganoff.  We talked about how it seemed like nearly everyone raised in the 1980s and 1990s (at least in the Midwest) ate it regularly, often of the Hamburger Helper variety.  It was ubiquitous, reaching worldwide popularity after emerging from Russia during the 19th century.  You could not get away from this stuff – you ate it at home, you ate it when visiting family or friends, you at it at school, you ate it at church events.

Re-Opening Private Archives

I Will Be Re-Opening Selected Posts from the Private Archives (Sticky)

I have decided that one of my personal projects is going to be revisiting the thousands of posts we put into the private archive prior to launching our asset management firm and, to the extent reasonably possible, release them back to the public blog if we feel they might be useful from an academic, entertainment, and/or historical perspective.  NOTE THAT THIS POST WILL BE FEATURED AT THE TOP OF THE BLOG HOMEPAGE WHILE THE PROJECT IS ON-GOING. NEW POSTS WILL APPEAR BEHIND IT UNTIL THEN.

Disney Biography and Snow White Poisoned Apple Mug on Joshua Kennon's Desk

Twenty-Four Years: Disneyland, the Carnation Cafe, a Poisoned Apple, and Thoughts on Life

I’ve always been introspective.  Over the past year, though, I find that I am spending more time examining my life so far; re-evaluating decisions, trying to gain additional insight from my experiences, and really being honest about what I want for the rest of the time I’ve been gifted.  I think there several reasons for this.