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.
We were supposed to have breakfast with Jimmy this morning but we ran late because I was still really, really under the weather and trying to drag myself out of bed. You may remember him; he works for a major opera company in the United States and was a Fulbright scholar with whom we attended…
We had dinner scheduled for tonight with Ashly, Ian, and Jocelyn. After buying our five toe running shoes, we made our way to Jocelyn’s condo a few towns over. It was rush hour, which delayed us, but we arrived and got to meet her roommate, see where she lived, and catch up before piling in…
For the first time in 15 years, not only am I sick, but I spent the entire day or two in bed, with the shades drawn, as Aaron and my mom hung out in Princeton, New Jersey. Apparently, Jocelyn came to visit one night and I carried on a conversation but I was too drugged…
We found the soup nazi inspiration. It’s hard to miss his shop. We were heading out of the city for an engagement and passed it. [mainbodyad]
We visited an upscale piano retailer this morning and a wonderful salesman allowed us into the back room to play the 9’+ Bosendorfer Imperial, Blunther, and Steingraber grand pianos. Out of all of them, both Aaron and my favorite was the Model 225 Bosendorfer, which is around 7.5 feet. I think I’d want it in the…
After the Top of the Rock tour, I ran down to Bergdorf Goodman and bought four Charvet ties. I’m crazy about them. They are beautiful. One of these days, I can’t wait to make my way to Paris and order bespoke Charvet shirts, which are considered to be the best in the world along with…
After leaving the Brooks Brothers flagship store and returning to the hotel, we headed to the NBC studio tour in Rockefeller Center and saw the sets for Saturday Night Live and other shows. Then, we did the Top of the Rock observation deck, which allowed us to go to the top of Rockefeller Center and…
We made it to the flagship Brooks Brothers store on Madison Avenue in New York City this afternoon. I forgot to take pictures throughout the excursion so there are no grand images of the expansive first floor where legend has it that J.P. Morgan and other tycoons purchased their clothes. Sorry. My brother sent me…
After leaving the Ralph Lauren flagship store, we were exhausted. We had been walking almost non-stop since arriving a few days ago, yet I had woken up this morning and walked around by myself for .6 miles, then we took a cab up to meet Erika for lunch, from where we walked 1 mile along…
We finally made it up to the Ralph Lauren flagship stores on Madison Avenue, and upon entering the men’s store, I was instantly thrilled. The millwork is flawless. The pictures don’t do it justice. The merchandisers and designers at Ralph Lauren should be incredibly proud of what they’ve done with this space. Later, after quite…