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“And for the support of this Declaration, with a firm reliance on the protection of divine Providence, we mutually pledge to each other our Lives, our Fortunes and our sacred Honor.”

Spotted at the Baseball HoF

Red Sox are using a retro broadcast to honor Boston's 1975 World Series team

Last week, KNA Capital's President and CIO Todd Wenning presented at CFA Rochester's June luncheon on the importance of stewardship when assessing economic moats. The full presentation can be found using the link in the replies. Please read important disclaimers in the link.

Agree with most of this. However, Dayton was not (and still isn’t) the “middle of nowhere.” In 1900, Dayton was generating more patents per capita than any city in the country. It was a boomtown for manufacturing technology, led by the likes of National Cash Register.

Let’s not forget that July 4th is also the anniversary of Lou Gehrig’s epic speech (1939) at Yankee Stadium

$MLR equipment on display at the parade

Back in November, I added $KNF to my watchlist for a potential full Flyover Stock writeup. Since that post, the stock has fallen and lagged the market, so it seemed a good time to take a closer look.

What are some great Italy-based (ideally HQd near Rome) companies that I should know about?

My local pest control company has been part of at least 3 rollups over the last few years. Service gets worse every time and the price goes up. (Most recently bought by $ROL.) Makes you wonder about some of these strategies.

It just happened in Capri… Andrea Bocelli surprised everyone by singing Schubert’s Ave Maria during mass What a wonder — holidays in Italy 🇮🇹

In KNA Capital’s June update for the Core Equity strategy, CIO Todd Wenning discusses a number of portfolio holdings and comments on a new research paper on the impacts of passive investing. kna-capital.com/content/kna-ca…

Detroit Rock City

Stumbled upon this bit of Charlie Munger’s legacy