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

Reading and Taking Notes on Atlas Shrugged by Ayn Rand

Atlas Shrugged by Ayn Rand Sort of Took Over My Life Today …

Given the historical importance of the book, and my decision to finally read it, my brief introduction to a few pages of Atlas Shrugged by Ayn Rand turned into an all day affair.  I have some very significant reservations about the author’s stated philosophical belief system, Objectivism, but that deserves its own future essay. Suffice it…

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Borders Group Stock Certificate

Borders Group: The Single Dumbest Investment We Ever Made

Due to our disciplined value investing philosophy, coupled with our insistence upon diversification of income and assets, we haven’t experienced a lot of big losses.  When we do, we try and study what went wrong so we can understand if there was a structural problem or a blind spot in our mental cognition that should be avoided in the future.  We never want to have to “return to Go” in Monopoly terms.  That is just intelligent portfolio management.

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Wisdom, Proverbs, and Knowledge

The Best Advice I Ever Received

The best advice I ever received came when my parents dropped me off at college. As they were getting in the car, my dad looked at me and said, “Your mom and I have done everything we could for you. We fed you, we clothed you and you have a high school education. From now on, it is your responsibility to make your dreams come true. We can’t do it for you, and no one else can either. If you want it, you have to do it on your own.”

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