Kennon-Green & Co. Global Asset Management, Wealth Management, Investment Advisory, and Value Investing
Jan22021
Waterfall Style Quarter-Cut Walnut Conference Table Kennon-Green & Co

Happy New Year! A Look Inside Our Life as We Set Out to Make 2021 Incredible!

My Businesses, My Day In PicturesLeave a comment

As I write this message, it is January 2nd, 2021.  Today marks the second day of the new year, the thirteenth day since the start of winter, and the 13,987th day of my life.  The holiday weekend afforded me something I haven’t had in a long time: a moment of respite as much of the world shut down for celebration. Well-rested, I’m ready to jump into the New Year. Here is an inside look at some of the things going on in our home and business as we gear up for a post-pandemic world.

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Dec272020
Waking Up to Aaron's Chocolate Chip Cookies with Guittard Chocolate

A Wonderful Christmas in a Strange and Unusual Year

Book Recommendations, Food and Beverages, My Day In Pictures, Television, Video GamesLeave a comment

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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Jun282020
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

Cool Stuff, Music, Video GamesLeave a comment

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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May272020
Economic Growth in Post Pandemic World

Thinking About Investing and the Economy Post-Pandemic

Economics, Portfolio ManagementLeave a comment

Keeping an eye on numerous individual companies, as well as a broad array of economic data, I am far more optimistic about the next ten years than I was this time last month. Yes, there will still be challenges, but it looks like much of the worst-case scenario has been averted. Now, it’s about navigating the problems we will encounter due to the specific policy decisions made in the midst of the pandemic.

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May242020
Kill the Lights - Alex Newell and DJ Cassidy with Nile Rodgers

Music Recommendation: Kill the Lights – Alex Newell & DJ Cassidy with Nile Rodgers

MusicLeave a comment

Several incredibly talented people collaborated on a disco-style track called “Kill the Lights” that Aaron and I have been listening to on endless repeat.  The build-up to the chorus and explosion of happiness is great, especially when the volume is turned up, the sun is shining, and you’re getting stuff done.  You can’t help but dance.  It’s probably going to be the song we remember most from Spring 2020 (even thought it was released several years ago and just flew below our radar). There is just so much joy in it.

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