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David has been writing and publishing since 2006.  

Issue 395 – 09/25/2020

Sep 25, 2020 | Fifteen on Friday

This week’s highlights: Fall, Netflix, and a Home Drone?

Issue 395

by David Wells – Nashville TN

Happy Friday –

Have you had a ‘normal moment’ recently?  One of the great points of debate in the pandemic is about the permanence of change in human behavior.  We all have adopted new norms and new routines – but will those remain when a vaccine is developed and widely deployed?  I think the ‘normal moments’ are very telling.  Whether it is kids being finally back in school, running into someone outside of a coffee shop, or dinner on a restaurant patio – the little glimpses we get of our prior life bode well for how quickly things will return someday.

Original Content –

“We Only Do Good Deals” is Not An Investment Strategy – Part 4

So, What Would You Pay?

There is an exceptionally high cost to mediocrity. Giving up the liquidity and diversification of the public markets for a direct deal is not something that should be contemplated lightly, especially considering the opportunity costs of not having access to capital in turbulent times. Family Offices must have their eyes wide open about how valuation affects the deals they choose to do.


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Nashville, TN