Newsletter
The Think Like an Owner newsletter is a compilation of my thoughts on investing in and operating small companies, published every other week. In the newsletter, I also share interesting and relevant resources I recently came across.
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Issue #10: Chenmark’s Palmer Higgins on Commercial Landscaping
Palmer Higgins, SureSwift Capital, The Messy Marketplace, Founders Fund, BuiltWith, Stratechery
Issue Edition #9
Warren Buffett, Chenmark Capital, Alex Danco, The Grandmaster Diet
Issue #8: My Thoughts (So Far) On Building Permanent Capital
Askeladden Capital, Alex Danco, Social Capital, Real Vision, Sidewalk Labs
Issue #7: Brent Beshore on Marketing and Branding
Brent Beshore, HBR, Andrew Wilkinson, Byron Trott, Shake Shack
Issue #6: Closing Questions
Chenmark Capital, Ankur Warikoo, Little Engine Ventures
Issue #5: Adding Commentary
Chick-Fil-A, Why Athletes Remain Wealthy, Visa, Alex Danco, John Scalzis, Morgan Housel
Issue #2
Independent Sponsor Report, DHM Landscaping, Little Engine Ventures, Clearing Fog
Think Like an Owner Newsletter: The Pilot
When I talk with owners and investors who are in the middle of starting their company or investing, I can hear and feel the emotional swings of their adventures. On some days they experience otherworldly highs; a new customer, closing a deal, an exciting new partnership. On other days they feel unfathomable lows; losing valuable employees, deaths and terminal illnesses in their work and personal life, divorcing with a business partner. These times are raw and felt stronger than at any other point in time.
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Letters
Each year I write an annual letter to readers and listeners to reflect on the evolution of the podcast and my personal growth.