Our Man in NYC

OM aims to publish six Newsblur posts this year instead of waiting to accumulate numerous articles. Thus, expect shorter posts with 4-5 arti...

[Quick thing: OM changed the provider that sends these emails out, so hopefully you’re all receiving this.  I’d say holler if you’re not, bu...

Given there were a number of new additions to the portfolio at the end of 2016 and in early 2017, this seems like an appropriate moment to l...

February & March saw the some changes to the portfolio in some time, so it seemed sensible to use an entire post to explain what’s goin...

“It was six men of Indostan To learning much inclined, Who went to see the Elephant(Though all of them were blind), That each by observ...

In the past, Our Man has opined a lot on the difference between opinion and execution, and how it is vital to consider this difference wh...

Our Man has long been skeptical of the “China story” and the seemingly commonly held view that China is the panacea, since GDP growth the...