Insights on markets, emergent trends, history, innovation, risk management, global economics, strategy, policy, and other topics that catch our attention. Inspired by ongoing research, conversations and events. Written and edited by Osbon Capital Management and published every Thursday morning.
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The second law of thermodynamics and your portfolio
Nobel prize-winning physicist and world-famous lecturer Richard Feynman may be known best by his endless cross-discipline curiosity. This curiosity and exploration into new fields resulted in many novel and useful discoveries. Expanding on the mental models theme we discussed two weeks ago and crossing disciplines into the realm of physics, this article explores the second law of thermodynamics and how it applies to your investment life.
Trade wars and your portfolio – 3 measures
War is a big word and usually cause for concern among investors. I’ll limit this article to the financial aspects of a war because this war I am talking about is overwhelmingly financial. When the word war is mentioned many older people think of the Cold War. The Cold War was much more than financial and ended decades ago. Now the phrase Trade War is in the air. How can you tell the effect on your portfolio of a Trade War?
5 Mental Models To Help You Be A Better Investor
Shane Parish isn’t yet a household name but over the last two years, he’s become one of my favorite thinkers and writers. Here are five mental models from his complete list of 109 with comments on how you can apply them to your investment thinking. The goal of this article is to help you find new answers to old questions by altering the way you look at the problem.
2018 Reasons To Be Thankful
Now is the time of year when we get a chance to step back and reflect on the ways we are grateful. Gratitude lifts, heals, comforts and puts things in perspective. In the spirit of Thanksgiving, here are two simple reasons to be thankful in 2018.
If I’m Holding Cash, Where Should It Be?
Intense market volatility over the last few months has been a good reminder that money needed in the next 3 to 24 months should not be in stocks. It should be in a safe, interest-generating investment. The first option that comes to mind is usually bank CDs with FDIC insurance. CDs, like many heavily marketed investment products, are often not the optimal choice. Here is what we are doing with cash today.
When You Are Acquired: The 3 R’s
More than 35 Boston area companies have been acquired so far this year. Almost all were privately held. When you are acquired, it’s not just a life-changing liquidity event, it’s validation of your business model and a hard-earned reward for your ideas and long hours. In the big deal, you’ll receive cash, stock and/or incentives to continue working. Then what? Based on my 30 years working with fortunate business sellers, here are three capital R’s to help you get the right kind of guidance from the right kind of advisor.
5 News Events to Wrap Up 2018
The final nine weeks of the calendar year have already started. While we can’t predict prices over the short term we can pick out the news stories that will impact markets worldwide until year end and into 2019. Here are our top five picks, listed in order of importance.
How We Approach Investing In Start Ups
Osbon Capital manages client investments like a college endowment would be managed: with capital preservation, growth and longevity as the primary goals. Nearly all of our investments are in highly liquid major publicly listed securities because they fit well with these client goals. However, from time to time unique direct investment opportunities can arise, and when they do, they can represent a good opportunity for a client to step outside of their traditional allocation. Here’s how we look at special situation investments:
Win with Small Firms — 6 Big Ways
The story of small versus big is as enduring as the David and Goliath legend. Investors who are thinking about changing advisors or picking an advisor for the first time can choose from dozens of big firms and thousands of small firms. So, which is best for you…small or big? Several years ago, Malcolm Gladwell floated the idea that small firms have a real business advantage over larger competitors. We agreed then and feel even more strongly that way now. Here are six reasons why.
