Kennon-Green & Co. Global Asset Management, Wealth Management, Investment Advisory, and Value Investing
Sep282015
Hamilton an American Musical

Hamilton: An American Musical About Self-Study, Obsessive Reading, Taxation Policy, and Hustling for What You Want In Life

Music13 Comments

I am a huge fan of the work of biographer Ron Chernow (many of you know him for writing Titan: The Life of John D. Rockefeller, Sr., which is the best biography on the oil giant that has ever been published).  Back in 2004, he wrote a biography of Alexander Hamilton.  If you don’t have a copy, you should buy one and read it.  My edition is marked-up, highlighted, cross-referenced, and scribbled upon.  Through 800 or so pages, he lays out the story of one of America’s founding fathers.

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Sep242015

Stuffed Pepper Recipe with White Rice, Olive Oil, Roasted Onions, Ground Beef, Garlic, Diced Tomatoes, Monterey Jack Cheese, Black Pepper, and Fresh Parsley

Food and Beverages12 Comments

While I picked up some shares of Johnson & Johnson stock for one of our personal accounts today and worked on the launch of the global asset management business, Aaron decided to make a stuffed pepper recipe he told me last night he wanted to try. I’m so glad he did because they are incredible. You need to make them yourself.

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Aug272015
Oil Tanker Oil Stocks

Let’s Talk About Investing in Oil Stocks and the Oil Majors

Portfolio Management, Stock Market, Stocks, Value Investing53 Comments

I’ve received a significant number of requests over the past few months asking that I discuss what is happening with oil, natural gas, pipeline, and refining companies; to explain how I look at the situation and the sorts of things Aaron and I discuss when we’re allocating our own capital or the capital of those who have entrusted their assets to us. It’s a big topic with a lot of niche considerations but I want to take some time today to address the oil majors; the handful of mega-capitalization behemoths such as ExxonMobil, Chevron, Royal Dutch Shell, Total, ConocoPhillips / Phillips 66, and BP.

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Aug172015
Caleb and Tara White Coat Ceremony Featured

Attending My Brother’s White Coat Ceremony for Medical School

My Day In Pictures12 Comments

My brother’s white coat ceremony for medical school was this past Saturday! We went to cheer him on as he was assigned to his docent, with the internal medicine experience up first. (Though he’s part of the class of 2019, I think he’s graduating in 2018 because of however his particular academic experience and credit history happened to coalesce. I’m not entirely clear on how the mechanics work. Whatever it is, it won’t be long before we’re calling him “Dr. Kennon”.)

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Aug122015
Noxzema Moisturizing Cleansing Cream

The Rise and Fall of Noxzema: A Business Tale

Case Studies & Profiles26 Comments

On a recent late-night restocking run to the store, Aaron and I were walking down an aisle when we suddenly spotted something that, outside of a handful of enclaves, has been missing in action or relegated to back corners for decades: A product called Noxzema.  For almost three-quarters of a century, the stuff was ubiquitous, found in nearly every home and an absolute must-have on any shopping trip taken by nearly any American family.  The business story behind the Noxema fortune is a fascinating one.

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