The other day a business owner asked me what, in my opinion, should be the number one thing for her to be paying attention to in the current environment? If she had asked me this question a few weeks ago, I may have given a...
Read MoreGetting Off The Treadmill, Part II The analogy of the Cheshire Cat in Lewis Carroll’s Alice in Wonderland has been used so many times that I’m hesitant to use it again here, but I like it so I will use it again anyway. In short,...
Read MoreOn October 2nd, 2018, in his excellent post, Moneyball Revisited, Greg Stewart noted; “Where can we go from here? What will fuel the rocket?” Not long after, during what turned out to be a very difficult December...
Read MoreI’m not a big fan of treadmills generally, but in an effort to stave off the aging process, I do what I need to do. That said, the “treadmill” I am referring to here, is what many of us create while pursuing our business...
Read More“Bears,” I muttered, adding a new fear to the pile. ~ Stephenie Meyer In our February investor letter, the markets had not yet hit correction territory, and we were focused on what “normal” volatility looks like – because...
Read MoreThe world is changing at an accelerated pace, with automation leading the charge. Yet, human resourcefulness and critical thought still have incredible value, in almost every industry. The Mechanic In this case I’m not referring...
Read MoreThe toughest kind of wave to ride is the one you don’t know you’re riding… until you’re in it. Once you’re in it, you’re in. You’re going to get roughed up. You’re going to be initiated. Growing up in Southern California, my...
Read MoreIn the surprise 1994 hit movie Dumb and Dumber, hapless limousine driver Lloyd Christmas, played by Jim Carrey, follows a beautiful socialite across the country to return a briefcase that had been left in his limo. While in his...
Read MoreAlthough we’re currently in the middle of a typical warm California summer, I’m going to share an experience that actually happened during a Lake Tahoe winter, and I promise to make a point. A couple of winters ago I was driving...
Read MoreIn the early 1960’s, automotive designer, Carroll Shelby created an instant classic, the Shelby Cobra. The Cobra was capable of going from zero to 60 mph in 4.5 seconds with a top speed of 185 mph, numbers that are still...
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