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.
If ever there were a time for a khaki hunting suit from Brooks Brothers, a silver engraved Fratelli Rizzini gun, and an interesting title such as “Colonel” or “Judge”, today would be it. We are going to take the in-park Safari tour of the African wildlife preserve that the Disney company put together with the…
Following dinner at Narcoossee’s on the grounds of the Grand Floridian hotel and resort in Walt Disney World, we decided to head back into the Magic Kingdom tonight to do some shopping and maybe see a few attractions. We ended up looking at collectibles for most of the time. I’m going to go back to…
Dinner tonight is taking place at Narcoossee’s, a seafood place on the edge of the lake that separates the Walt Disney Magic Kingdom, The Contemporary Resort, The Polynesian Resort, and The Grand Floridian Resort. The view is wonderful, the food is terrific, and you can take a nearby boat to any of the other listed…
After having lunch at The Brown Derby restaurant earlier today, the rainstorm finally broke and we were able to run around the park (albeit in ponchos). We saw the rest of the Hollywood Studios, rode the Hollywood movie water boat ride, and hung out for a bit longer. Later, the rainstorm passed and we headed…
Next up on the Walt Disney World foodie tour is The Brown Derby in Hollywood Studios. It is a reproduction of the famous eatery on the West Coast. Our reservation had fortuitous timing because a sudden downpour and lightning storm hit, relentlessly drenching the area as we enjoyed the comfort of the restaurant and…
I woke up this morning, got dressed, and headed down to get a cup of the Nescafe coffee that made me so happy last night. The plan for the morning is to visit Disney’s Hollywood Studios theme park. Apparently, they put on full scale Broadway reproductions of the Disney musicals but we won’t have time…
After dinner at Jiko in the Animal Kingdom Jambo house lodge, we decided to spend our first night in the flagship Magic Kingdom park at Walt Disney World. It’s a really brilliant concept -guests who stay in the Disney-owned resorts can stay after the park closes on certain nights; for today, that meant the park remained…
Many of you know about my Douwe Egberts coffee obsession. No, not the roasted beans, the machine itself that combines with a concentrated form of the coffee produced overseas so that every cup is identical. It’s normally only available to restaurants but I called the company and just bought one outright so that it sits…
Ashly and Ian arrived safely in Orlando! Woo hoo! Although it was a tough journey for them after the crazy plane re-routes and fog landings, we were able to keep our dinner reservations at Jiko, a restaurant featuring upscale African, Indian and Mediterranean cuisine. The blog has quite a few foodies and we eat…
Aaron and I hung out in Downtown Disney until meeting up with Karen, one of our oldest friends. We’ve known her for 10 or 11 years, having first met her when she and Aaron were assigned to a Freshman orientation group at college. Within two weeks, she became one of the most awesome, cherished people…