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Joshua Kennon
Thoughts on Business, Politics, and Life from a Private Investor
Joshua KennonJoshua Kennon
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Apr232010
Focus on Valuation in the Stock Market

You Have to Focus on Valuation Metrics in the Stock Market!

Stock Market, Value InvestingBy Joshua KennonApril 23, 20101 Comment

I love Apple’s products and what Apple has accomplished over the past few years. However, it is amazing to see how little even journalists understand the way companies or valued or how to properly compare the total return generated by one business over a given period of time to another business.

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Apr132010
Wisdom and Insight

“La molesse est douce, et sa suite est cruelle.”

My Life, PhilosophyBy Joshua KennonApril 13, 20102 Comments

In his dairy, John Quincy Adams wrote, “La molesse est douce, et sa suite est cruelle.”, which translates into, “Idleness is sweet, and its consequences are cruel.”

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Apr52010
Balsamic Chicken Pizza with Ricotta Cheese and Sauteed Onions Fresh from the Oven

Balsamic Chicken Pizza with Ricotta Cheese and Sauteed Onions

Food and BeveragesBy Joshua KennonApril 5, 2010Leave a comment

Last Thursday, we had a homemade balsamic chicken pizza with Ricotta cheese and sautéed onions; an original creation thanks to our dinner guest!

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Mar312010
White Chocolate Oatmeal Cookies with Cranberries

White Chocolate Chip Oatmeal Cookies with Cranberries and Cherries

Food and BeveragesBy Joshua KennonMarch 31, 20101 Comment

As part of their plan to completely derail all dietary restraint, Jocelyn and Aaron plotted against me today. The result was the baking of two distinct styles of delicious cookies; one a white chocolate oatmeal cookie with cranberries and the other a white chocolate oatmeal cookie with cherries.

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Mar312010
Tomato Bruschetta Topped Salmon

Fresh Salmon with a Tomato Bruschetta on a Bed of Orzo Pasta with a Tasty Reduction

Food and BeveragesBy Joshua KennonMarch 31, 2010Leave a comment

Aaron and I got to be the lucky recipients of an original recipe creation by Jocelyn tonight. The amazing thing was, each serving had only 500 calories after measuring the ingredients and portion sizes.

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Mar232010
Breakfast of Tycoons - Carl Barks Scrooge McDuck Art

Breakfast of Tycoons by Carl Barks

Art, CollectiblesBy Joshua KennonMarch 23, 2010Leave a comment

We added Breakfast of Tycoons to the official Carl Barks collection.  We’ve been selectively acquiring more and more of his stuff when the price is attractive and it just fits with all of the framed stock certificates and financial artwork.

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Mar202010
Mental Model by Joshua Kennon

Mental Model: The Drunkard’s Search

PsychologyBy Joshua KennonMarch 20, 20102 Comments

Mental Model: The Drunkard’s Search The Drunkard’s Search: The tendency for people to search in the easiest places, rather than the ones that are the most likely to yield results.  The name comes from the idea of a drunkard seeking his car keys under a street lamp because the light is better instead of where…

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Mar192010
Cinnabon Franchise Joshua Kennon

A Brief Flirtation with a Cinnabon Franchise

Franchises and FranchisingBy Joshua KennonMarch 19, 20104 Comments

I mentioned yesterday in the article on Dairy Queen franchise owners that after graduating from college, Aaron and I had looked into putting capital to work by opening several franchises in the town where we grew up.

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Mar182010
Mental Model by Joshua Kennon

Mental Model: Satisficing

PsychologyBy Joshua KennonMarch 18, 20101 Comment

Satisficing is a psychological and economic phenomenon that results from consumers choosing a product that meets criteria at an adequate level, rather than expending a great deal more time to find a fully optimal solution.

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Mar102010
Dominion Theology in the United States

Dominion Theology and the United States

Politics, Religion & CultureBy Joshua KennonMarch 10, 2010Leave a comment

A few weeks ago, I was reading a political message board where some commentators espoused their sincere belief that all of humanity’s problems will be solved when they succeed in implementing dominion theology. Intrigued, I began to research the concept. What I found was frightening.

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