January 21st, 2022

Discipline of Perception needs Design, Art & Fashion for The Ideal Reflection of the Existing Reality.  Objective Truth is Healthy.  Investing in and partnering with these types of companies is Healthy.

 

 

January 16th, 2022

Bracketing quantifiable factors and being briefed by briefers can produce equations that have nothing to do with reality.

Communicating with the right people, and self-researching can piece together the critical intangibles, linking the abstract with the concrete to create mosaics, fortresses, and multi-dimensional reality.

Institutional Expansive Planning is about Planning for Reality.

January 14th, 2022

Product > Process > Lever

There are companies that are very good at selling Products,

There are companies that have a dominant Process, and

There are organizations that understand what Levers to pull to keep society moving forward with stability and beauty.  Even an individual peasant, subsistence farmer that has 10 square feet of land has the same choices.  They can grow Products.  They can create a repeatable Process or, They can plan for how to make the soil last forever.  They can choose not to grow the much more profitable, harmful crops that will pay their family 100x more.  They can choose not to mistreat any livestock with small cages.  They can choose not to block the water flow.  They can choose to regenerate what may get cleared.  A subsistence, peasant farmer that is making these tough choices the right way is a very powerful, Global Lever with Market Power, and more sophisticated (sophie means ‘wisdom’) than any Product or Process. 

Lever organizations and Lever people will thrive.

January 9th, 2022

In 1940, Switzerland based Hoffman-La Roche moved it’s operational headquarters from Basel to Nutley, NJ in the U.S. as an expansive contingency plan.  A mirror image of the Basel location was built up in Nutley.  The complex certainly stood out in the small town that I grew up in.  The architecture, scale and security measures were unlike any other building complex in the area. 

Today, Jacksonville, FL is a global, multi-modal logistics hub centered around deep-water ports connecting 28+ nations.  Jacksonville is growing twice as fast as the rest of the U.S.  St. Johns County has been the top-rated school district in Florida for 9 years in a row with it’s water-based, sunshine lifestyle.  Last weekend, we went for a run on the beach and the beach clubs were packed in January, and right next to vast open, empty beaches filled with baby seagulls, sand pipers and pelicans squinting and relaxing.

Jacksonville, FL is a great place for Institutional Expansive Planning and many of the best performing companies this past year also made expansive contingency moves to other strategic locations.  Something to look at going forward as a long term investor is what companies are thinking ahead and expanding to the right locations.