Europe, Energy, ESG: Observations from the road | EP126
Some of the main challenges facing the continent, what we gleaned from visiting over 45 companies, and ESG considerations that are front of mind for major European investment firms.
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A tribute to Lee Kuan Yew
If a person's legacy is to be measured by his contributions to society, then Lee Kuan Yew ranks among the great heroes.
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The Dave Semenko principle: Focusing on your area of genius*
The Oilers allowed Gretzky to play to his strengths. In the language of our firm, they allowed him to focus on his “Area of Genius.”
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Quick win: The problem with saying yes
When you say yes to doing something you’re not good at, you are also saying no to something you are.
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How I was almost suckered into a pyramid scheme
“Just because something isn’t a lie does not mean it isn’t deceptive. A liar knows that he is a liar, but one who speaks mere portions of truth in order to deceive is a craftsman of destruction.”
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(Not) boring finds for March 2015
Our team occasionally uncovers signal in the daily parsing of noise. Since such information can be easily passed over, we thought we’d make it a habit to share some links that we’ve liked recently.
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What’s up with Denmark?
For a country whose population is smaller than that of NYC, the Kingdom of Denmark is getting a lot of press these days.
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Zero to 24 hours (part 2)
There is something surreal about cycling alone on a mountain at 3:00 A.M. The trees loom in the darkness, lit only in passing by the lights on your helmet and handlebars.
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Zero to 24 hours
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help...”
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Know what you don't know
As an avid basketball fan, I have been enjoying the recent success of the Golden State Warriors, who currently hold the best record in the NBA’s Western Conference.
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Escalated danger rating
Financial markets function relatively well most of the time; it is only on occasion that markets break, the system goes awry and crises ensue.
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Beware the camel in the tent
Values shape the outcomes of our relationships, careers, investments and society, and therefore, are far too important to leave to chance or camels.
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A world without OPEC
After decades at the helm of global oil markets, OPEC appears to be relinquishing its status as designated “swing producer.”
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A tribute to Lee Kuan Yew
If a person's legacy is to be measured by his contributions to society, then Lee Kuan Yew ranks among the great heroes.
March 27, 2015
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The Dave Semenko principle: Focusing on your area of genius*
The Oilers allowed Gretzky to play to his strengths. In the language of our firm, they allowed him to focus on his “Area of Genius.”
March 25, 2015
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Quick win: The problem with saying yes
When you say yes to doing something you’re not good at, you are also saying no to something you are.
March 17, 2015
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How I was almost suckered into a pyramid scheme
“Just because something isn’t a lie does not mean it isn’t deceptive. A liar knows that he is a liar, but one who speaks mere portions of truth in order to deceive is a craftsman of destruction.”
March 10, 2015
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(Not) boring finds for March 2015
Our team occasionally uncovers signal in the daily parsing of noise. Since such information can be easily passed over, we thought we’d make it a habit to share some links that we’ve liked recently.
March 4, 2015
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What’s up with Denmark?
For a country whose population is smaller than that of NYC, the Kingdom of Denmark is getting a lot of press these days.
February 26, 2015
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Zero to 24 hours (part 2)
There is something surreal about cycling alone on a mountain at 3:00 A.M. The trees loom in the darkness, lit only in passing by the lights on your helmet and handlebars.
February 25, 2015
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Zero to 24 hours
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help...”
February 19, 2015
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Know what you don't know
As an avid basketball fan, I have been enjoying the recent success of the Golden State Warriors, who currently hold the best record in the NBA’s Western Conference.
February 10, 2015
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Escalated danger rating
Financial markets function relatively well most of the time; it is only on occasion that markets break, the system goes awry and crises ensue.
February 5, 2015
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Beware the camel in the tent
Values shape the outcomes of our relationships, careers, investments and society, and therefore, are far too important to leave to chance or camels.
January 28, 2015
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A world without OPEC
After decades at the helm of global oil markets, OPEC appears to be relinquishing its status as designated “swing producer.”
January 22, 2015
