The Philosophical Investor's Blog

The Compounding of Intelligence - Is Wealth The Key?

intelligence

One of the conventional narratives in our capitalist society is that the wealthy and most successful people are often the brightest and hard-working. I think what this fails to take into consideration is the nature versus nurture debate. People often think of intelligence as being innate and not very changeable.

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London 2024 - Insurance, Nick Cave, and The King

Insurance, Nick Cave, and The King

Last week I was in London for the fourth consecutive year to meet with some of our insurance carriers. Our program has become increasingly complex as this year we have 43 different companies providing coverage for our property program.

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Skin in the Game - Reflections on the Election

election

This is a picture of my typical breakfast which is my smoothie and a combination of cereals with berries on top. You’ll notice in the upper right hand corner of the placemat I have my “I Voted” sticker. It always feels good to vote.

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Leaving a Powerful Legacy

Legacy Roneet Carmell Phil Lesh Robbie Robertson

The last couple of weeks have really brought forth the importance and power of one’s legacy and the impact it can have on others. They involved the passing and honoring of three people who have impacted my life.

Robbie Robertson

Two of them were musical influences whose lives were celebrated by concerts in their honor.

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Lessons from David Ogilvy

David Ogilvy

David Ogilvy was the founder of the legendary advertising firm Ogilvy & Mather. He is considered one of the great executives and thought leaders in the history of advertising. He served as the inspiration for the character of Don Draper in Mad Men. 

Ogilvy was born in 1911 to an upper-class British Family and was admitted to Oxford but was expelled for poor academic performance.

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Connected Hearts

National Day of Caring CWS BRIDGE

Last Thursday was CWS’ National Day of Caring. Each region of the country identifies community service projects for our associates to volunteer at in two-hour increments. I worked at a food bank in Orange County. I was part of an assembly line comprised of CWS employees packing boxes for individuals and families at risk of hunger.

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CWS Capital Partners - Our Investors Are Our Partners

CWS Capital Partners is a real estate investment management firm that was founded in 1969. We own operate, manage and develop in excess of 20,000 apartment units throughout the country primarily in the Sunbelt, with a value, at the time of this writing , in excess of $7 billion dollars.

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Farewell Rafa

Rafa Nadal Rafael Nadal

Tennis legend Rafael Nadal announced his retirement last week. He was the embodiment of the warrior ethos and was taught from a very young age that everything he did was intended to strengthen his endurance, as I will soon show. 

A few years ago,

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What Rosh Hashanah Means to Me

What Rosh Hashanah Means to Me

Last week was the Jewish New Year, Rosh Hashanah. The Rabbi of my synagogue asked me if I would do a teaching related to Rosh Hashanah. He said it didn’t need to be more than two or three minutes.

In the spirit of Mark Twain,

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Rust Never Sleeps

Tennis Rust

It’s been five weeks since my back surgery and I’ve been doing my best to follow instructions from my doctor and physical therapist to lay off tennis and other strenuous activities for at least six weeks. And while I have generally adhered to their advice,

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