Kennon-Green & Co. Global Asset Management, Wealth Management, and Investment Advisory

Capitalist Compounder Game – Version 1.10

For several years, in order to keep an eye on system capabilities and where I think the societal A.I. investments are going (especially as it may or may not represent a threat to the existence of moats for long-term investments), I had a series of tests – low-hanging fruit – I’d run to gauge the total cost, efficiency, and repeatability of output. The advances, as you know, have been staggering in recent quarters so we might as well be talking about ancient history at this point. By the time I write this on August 28th, 2026, these tests are basically child’s play to the more capable models but they were important guideposts along the way.

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Reflecting on the Upcoming Year - 2025

Raising Kids to Have an Analogue Childhood in a Digital World

One of the questions I get constantly, both in-person and online, is how we went about arranging our household once we became parents. We put so much thought into it, and it’s clearly of interest to folks, that I thought I’d take a moment over my morning coffee and write a brief high-level overview of how we approached this if only for a quick reference guide in the hope it is helpful to someone. It’s also partly my way of paying it forward since both Aaron and I were, and remain, so grateful for the other parents who shared suggestions, ideas, and recommendations about the journey we were about to undertake.

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Waking Up to Aaron's Chocolate Chip Cookies with Guittard Chocolate

A Wonderful Christmas in a Strange and Unusual Year

Merry Christmas!  I hope all of you are doing well and that your celebrations  were filled with happiness, laughter, and good food! For our part, this year marked the 20th Christmas that Aaron and I have spent together.  Like every one of those other Christmases, it was one of the best days of my life (despite the unusual circumstances and challenges this year has brought).  We decided that with the world feeling so uncertain, and the need to remain socially distanced from others, it would be the perfect opportunity to stay home, wear knitted sweaters and jeans, and enjoy a classic early-to-mid twentieth century dinner; pure, old-school comfort food that envoked a sense of warmth and safety, friends and family, prosperity and peace.  

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Kennon-Green Elder Scrolls V Skyrim Ultimate Edition Vinyl Box Set Sweet Roll Comic Con Limited LP - Side A

The Elder Scrolls V: Skyrim “Ultimate Vinyl Edition” 4 LP Box Set “Sweet Roll” Variant by SpaceLab9

We recently discovered that in 2017, the SpaceLab9 booth at New York Comic Con sold an extremely limited edition Elder Scrolls V: Skyrim Ultimate Vinyl collection etched to look like the famous sweet rolls from the game. The collection, which was limited to only 95 copies, contains the full 52-tracks found in the game. The moment we learned it existed, we knew we had to have it. After some searching, in June 2020 we were able to track down one of those boxed sets. We immediately bought it for our music collection.

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Gaius

I Have to Work Late Because I Played Tales of Xillia 2 All Day …

I had so much work to do today, but I’m going to be up all night finishing it because I … uh … may have spent six or seven hours playing Tales of Xillia 2, which was released last week.  When I woke up, I just didn’t feel like going anywhere or doing anything so I threw on comfortable clothes, grabbed a cup of coffee, made myself a plate of white cheddar, honey, and golden raisins on baguette slices, paired it with a big glass of milk, and went to the living room to lose myself in the world of Rieze Maxia and Elympios.

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Kennon-Green & Co. Global Asset Management, Wealth Management, and Investment Advisory