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.
Dinner tonight was at the Yachtsman Club restaurant in Orlando, Florida, on the Walt Disney World property (specifically, the Yacht and Beach Club resort). It’s a classic steakhouse menu that comes highly recommended. The bar is going to be set high after dinner at Citricos last night and The California Grill prior to that but…
It’s been a full day so far. I’m not going to post most of the pictures of our events but we weren’t able to track down the Disneyland Blue Bayou drink anywhere in Walt Disney World, we saw a lot of stuff, did many more things, hung out with people, and now the four foodie groupies are…
After breakfast this morning at the Animal Kingdom lodge, we headed over to Downtown Disney. As we shopped for souvenirs before flying back to Kansas City tomorrow, I was in the enormous World of Disney store when I realized the best possible souvenir I could have would be ownership in the business. From the kitchen section, surrounded by Mickey Mouse spatulas and Minnie Mouse oven mitts, I took out my phone, remotely logged into one of my personal brokerage accounts, and purchased a small memento in the form of 100 shares of The Walt Disney Company at $33.04 per share.
After dinner at Citricos, I went back to the room at the Animal Kingdom resort, took a shower, read the news, worked on the MacBook Pro, and relaxed until 2 or 3 in the morning, when I fell asleep. Today, we have a few things to do: Return to Downtown Disney to purchase and ship…
This has been the hardest day so far in terms of miles walked. It’s easily in the 10 to 15 miles range and possible even higher (part of this is purposeful: Just like running the beach earlier, I am trying to take the longest ways possible to burn off the huge portions at the nicer…
We have dinner reservations at Citricos tonight, which is supposed to be a wonderful restaurant. We are tired, got on the monorail from Epcot, and decided to checkout The Polynesian Resort before heading over to The Grand Floridian, where the restaurant is located. Here’s a little bit of what happened over the few hours during…
One of my sisters likes to collect this sort of thing (unique masks and art) so I’m sending this out from the vacation so she can see it. Unless you have a particular affinity for this sort of thing, you probably won’t find this interesting but I think they’re fascinating. It’s a shame the tradition…
Before we went around the different nations of Epcot, Ashly told us to pay attention to something: “You will notice,” she said, “that the visitors to Disney World Epcot will migrate to their own home country. Also, the workers in each area are here on one year visas from their own country, so the sales…
One of the coolest, and most thought-provoking, experiences of The Walt Disney World experience thus far is the greenhouse ride at the Living with the Land attraction in Epcot. By focusing on renewable farming techniques and applying best-practices in technology, the researchers and scientists that work in this facility have been able to dramatically increase…
Our Walt Disney Epcot adventure continues. Unfortunately, it continued right into the first bad (and it would turn out, only bad) food experience on the trip. The Mexican restaurant inside the pyramid is not, as Charlie Sheen would say, winning. In fact, it is the opposite of winning. It is losing. It is losing badly.…