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.
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.
My post about Disney earlier today made me realize I need to share with you my latest obsession: a board game called Villainous. If you have a cunning and ruthless side that enjoys plotting optimal strategy, buy it. You won’t regret it.
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.
As we’ve been taking walks through the parks and beaches of Southern California, different garden centers and nurseries such as Roger’s and Armstrong’s, I’ve been trying to catalog numerous flowers and plants that I might want to remember for future reference.
We tried pineapple teriyaki cheeseburgers and then went for a walk in Laguna Beach during sunset.
For as long as I can remember, one of my “must read” annual reports has been that of a regional bank called M&T Bank Corporation. This particular bank is legendary among investors for several reasons.
One of you suggested we try a restaurant called Din Tai Fung; specifically, their xiaolongbao. They were delicious and lived up to their reputation!
There is a Korean restaurant in irvine, California known as 도시락, or Dosirak. It sells boxed Korean lunches and they are delicious! I highly recommend it.
We decided to explore the South Coast Wilderness trails. We weren’t prepared for how spectacular they are.
Yesterday, Aaron and I completed the annual regulatory paperwork for Kennon-Green & Co. It made us reflect on our lives and careers over the past few years.
