Where Is All Your Writing?

Each year we revalue all companies we control. This investigation leads me to write somewhere between ten and twenty five pages per company. I then edit the valuation memos down to five to fifteen pages each. With so many new companies this year’s valuation memos took longer. This cut into my blog writing time. In […]

Maximizing Energy Utilization

I emailed the following italicized note (minor edits) to some colleagues at Little Engine Ventures over a year ago (mid 2018).  I started a blog post shortly thereafter to share it with others but then paused. Was it really worth sharing? Maybe our situation was too unique? Sometime later, it still appears timely. I also […]

Due Diligence

Last week on Twitter two of my favorite new follows, Will Schoeberlein and Tim Ludwig, got into a discussion about the due diligence process when you’re buying different types of companies. I got tagged in and promised to follow up with some thoughts here on the blog. This question basically comes down to what criteria […]