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

America Forgot Many Valuable Lessons When It Moved from the Farms to the Cities

A few hours ago, I finished writing a piece about global investing through a Roth IRA, which was published to the About.com network.  It got into some of the complexities of foreign investing, including the differences between share classes domiciled in various markets and currency translations.  As I was thinking about whether there was anything…

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Staying Inside and Playing Video Games During October

The Best Kind of October Afternoon: Reading Annual Reports By the Fireplace and Playing Video Games for Hours

Early morning, a giant package arrived from FedEx containing the historical annual reports of a company I’ve been studying for the past couple of weeks.  I’ve built positions in most of the accounts under my purview, including my household portfolios.  Even though I have read the financials in PDF format, I want to go back through the hardcopy, line-by-line, and make sure there is nothing I am missing.

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Acqua di Parma Fragrances and Colognes

Acqua di Parma Is a Good Case Study of Reviving an Old Brand to Create a Story that Resonates with Consumers

After the Guerlain fragrance purchases earlier, I ended up buying several new bottles of Acqua di Parma, including the Colonia, Colonia Intensa, and Blu Mediterraneo Bergamotto di Calabria in the Italy Pavilion of Epcot at Walt Disney World.  Again, I realized that most of the people who were in the store with me probably didn’t know the story of the high-end brand, or the business behind it that provides a great example of how a left-for-dead business can be revitalized to become relevant, fresh, and lucrative.

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