Short Hedge Funds, Long Tacos

At KIS we believe it’s important to seek out business and thought leaders as a source of knowledge and inspiration. In particular, observing the processes...

Has Inflation Arrived?

General Mills, the maker of the famous ‘Cheerios’ cereal brand, fell as much as 10 percent this week following a downgrade related to margin pressure...

Flamingo – One in the hand

Josh’s recent trip to China involved meeting numerous thought leaders across several industries. In particular, there was one topic that seemed to feature in virtually...