The Philosophical Investor's Blog

Remembering Who You Are

The Republic Plato
Remembering Who You Are 
Reflections on Mick Jagger, Norman Lear, Tennis, and the Hidden Importance of Memory 

The other night we hosted a live ball session at The TenniSphere with a group that included a lot of younger players. At one point I put on some Rolling Stones music and found myself doing a little arithmetic in my head.

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Thirty-Nine Years Later

Gary Carmell 39 Years with CWS

Next week marks my 39th anniversary at CWS Capital Partners. It is hard to comprehend that I have spent nearly four decades at the same firm. When I joined CWS in 1987, Ronald Reagan was President, the Berlin Wall was still standing,

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Thou Mayest: Observing Life, Living Life, and the Truth Found in Fiction

Thou Mayest
“Now that you don’t have to be perfect, you can be good.”East of Eden

During the past year, my Audible and reading queue have undergone an unexpected transformation. For most of my adult life,

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Passing the Test, Missing the Lesson

PhenoAge hidden heart risk
What My PhenoAge Didn’t Tell Me About My Heart

A few days after my 61st birthday, I decided to give myself something more valuable than a present: information.

I signed up for a comprehensive health assessment measuring 81 biomarkers related to cardiovascular health,

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How LeBron James is Investing In True Wealth

LeBron James Cavs 2014

LeBron James highlights the power of having a higher purpose when making important life decisions

I had intended to write about a different topic this week in July 2014, but then I heard the announcement that LeBron James was going back to Cleveland, and I read the essay he posted on SI.com.

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The Memory Bottleneck

Memory Bottleneck

The Memory Bottleneck: When the Cheapest Component Became the Most Expensive Constraint

For decades, memory was the quiet enabler of technological progress.

It got cheaper every year.
Faster every year.
More abundant every year.

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Herbert Simon at the Loan Desk

Herbert Simon
Why “Good Enough” Is Winning in the Age of Execution

I recently finished listening to Inside the Box, a book that explores how constraints—properly understood—don’t limit creativity, but instead give rise to it.

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To Fix or Float? That Is the Question

Fixed or Float multifamily financing
The Great Financing Question: From a Decade of Floating-Rate Success to a New Era of Uncertainty

One of the most important strategic decisions we make as multifamily owners is not simply what properties to buy, but how to finance them.

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Dancing with the Storm

storm mindset tennis performance

I was watching the new Rafael Nadal documentary on Netflix when something his Uncle Toni said stopped me:

That line followed me onto the court.

Because despite all the matches I’ve played, despite knowing—intellectually—that it’s “just a match,” I still felt the familiar surge: the tightening chest,

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Move Well. Live Well.

Move Well Live Well

At my gym, there’s a simple phrase on the wall:

“Live well. Move well.”

It’s elegant. Aspirational. Directional.

But the more I’ve thought about it, the more I find myself wanting to flip it:

“Move well.

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