As the end of 2020 approached, Becca and I discussed whether to send an annual holiday card. For reasons writ large, we decided to pass. In the interim, we received many cards and updates from friends, some of whom took the unique opportunity to poke fun at the circumstances of the most recent year. Dox, …
I had an inquiry from a friend earlier this week about my impressions of eHealth, Inc ($EHTH) as a possible investment. I was aware of the existence of this broker, but never looked closely at the business. So, I offered to take a look. I have been interested in the continued investments being made into …
I enjoy the slow pace of Saturday mornings during the pandemic. This morning included a casual stroll with Becca and Odie as well as some time invested into a Python project; I also listened to an interview with Niall Ferguson. Some meandering thoughts about experiences in personal finance I wrote in a blog post last …
As a resident of Pennsylvania, I was curious about the distribution of votes for US President across geography (e.g. rural-PA compared with urban-PA) as well as vote modality (e.g. in-person compared with by-mail.) I understood that it would take at least a few days after the election to count votes cast by mail, and it …
November 3, 2020. This day has been a focal point for me; The day has evoked curiosity, anxiety, and nervousness. And, it is upon us. I am looking forward to November 4, 2020. There are so many paths the next day may take, and so many choices people and organizations may make. I have found …
I find value in reviewing SEC filings of competitors and vendors I work with. The process of reviewing the Management Discussion and Analysis and financial results, especially, help me feel more informed about the world around me. So, when GoodRX filed its S-1, I certainly intended to review it. Well, I didn’t get around to …
My mother is a real estate agent. In 1996, as a student at Penn State, I thought real estate might be the place to build my own career. During primary school, my brother and I would help market properties by stuffing flyers with details and photographs of listed properties into bags and distribute these bags, …
I am very interested in the field of leadership, particularly the attributes of great leaders. My personal inquiry in this area has involved distant observation of leaders, as well as personal engagement with leaders in organizations I have been involved with; I particularly enjoy reading profiles of political and business leaders. Of course, my career …
The Myth of the Golden Age. I never heard about this idea before a few weeks ago. Then, within a few days, it arose in repeated and unrelated contexts; a podcast interview with a leading business psychologist, a conversation with Becca about education, and a Woody Allen movie titled Midnight In Paris. The idea, as …
July 4, 2020. What a strange year thus far. I checked my Facebook and Twitter feeds yesterday morning. There were numerous references to Frederick Douglass’ speech, “What to the slave is the 4th of July.” I don’t remember thinking about the issues raised within this speech as a younger man. How is that possible? My …