Rooted in Thought Newsletter

At Banyan Capital Management we constantly strive to learn more about the companies and mutual funds we own, economics, history, business management, and investing in general. About every four to six weeks we send to our clients and friends, via our newsletter Rooted in Thought, several hand-picked links to online articles or videos that we feel are interesting, educational or provocative.

Volume 9 – Number 2

BERKSHIRE HATHAWAY ANNUAL MEETING As always, we made the annual pilgrimage to Omaha for Berkshire Hathaway’s 2018 Annual Meeting.  We are proud to report we returned to Atlanta smarter than when we left. If you care to soak up Warren and Charlie’s wisdom from the comfort of your home, click here for a full recording […]

Volume 9 – Number 1

 THE MEDIA INTERVIEW OF 2017 Dr. John Malone is one of the most successful media moguls of all-time. He, along with Bob Magness, built Tele-Communications, Inc., into the largest cable business of its day. He now controls Liberty Media, which has various interests across the media landscape. Dr. Malone’s interview with CNBC’s David Faber is […]

Volume 8 – Number 2

BEING MORTAL BY ATUL GAWANDE  For those of us in the latter stages of our lives or who have a loved one who is, the issues discussed in this volume are critically important.  Gawande’s thought provoking book has the potential to change the medical profession and quality of life when faced with difficult decisions.  The […]

Volume 7 – Number 1

A Bladeless Turbine On The Horizon Wind and solar are currently competitive alternative energy sources primarily because of government tax relief tied to their installation and use.  Storage batteries perhaps need the most improvement but a “bladeless” turbine could be the type of important advancement that reduces installation and production costs, making wind power economically […]

Volume 4 – Number 1

How to Improve Your Child’s Financial Literacy We’d like to inform you of a great educational opportunity for any young person. Warren Buffett, the Chairman and CEO of Berkshire Hathaway and one of the world’s wealthiest individuals, has leant his voice-acting talents and his sage wisdom to an online animated series called the Secret Millionaires […]

Volume 3 – Number 6

Oil is Not in Short Supply “Oil is not in short supply” is the conclusion of a recent report authored by Leonardo Maugeri of the Harvard Kennedy School. What’s even more surprising is that Maugeri thinks “oil supply capacity is growing worldwide at such an unprecedented level that it might outpace consumption”, which could lead […]

  • You probably would not choose to dine at a restaurant whose chef always ate elsewhere. You should be no more satisfied with a money manager who does not eat his or her own cooking.

    — Seth Klarman