“… new labor market entrants have accounted for 85% of the total rise in U.S. unemployment since mid-2023.”
notalentnoalpha.com/new-entr…
Spent 1 hours on a pitch call today. Client has 40% turnover and wants to fix it with better snacks. I told them the truth. They didn’t like it.
Culture is built by only two types of employees.
1. The doer
2. The ideas-person
The rest? They’re a drain.
open.substack.com/pub/kaneca…
I love trying to identify parallels between investing and human capital management.
open.substack.com/pub/kaneca…
Kane Carpenter retweeted
10. A life well lived is one lived in defiance. Maybe we are just apes floating through space—but I’ll live with purpose and meaning anyway and I just don’t gaf. h/t Camus
“Really great talent is rare,” Buffett said. “It’s rare in business. It’s rare in capital allocation. It’s rare in almost every human activity you can name.” wsj.com/business/warren-buff…
I reckon we see more of this soon.
thetimes.com/business-money/…
Thoughts on layers in an organization.
substack.com/@kanecarpenter/…
Kane Carpenter retweeted
80% of volatility is diversified in the first 8 stocks
Source: Dorsey Asset Management
Judging by the promotional emails I’m receiving is @BrooksBrothers going after the Charles Tyrwitt customer base?
Incredible.
wsj.com/arts-culture/books/d…








