While we're on the subject of good
company + food, before I left for my first away rotation, one of my friends came over and we made cake batter smoothies and quinoa patties for dinner to celebrate the ending of my least favorite rotation ever (excluding the last week of it, which was
absolutely wonderful).
To what extent do you view your investing life as an extension of your personal life?By that I mean to what extent do the personal morals and ethical values of Tim the man govern the investing decisions of Tim the dividend growth investor?If you ask your typical dividend growth investor if they would be willing to invest in a lucrative but immoral venture, say selling child pornography or crack cocaine, the answer would probably be «
absolutely not» regardless of the yield, valuation or growth prospects of the underlying venture.And yet, ask that same investor what their thoughts are about Phillip Morris and they would probably describe what a
wonderful investment it is and go on about why you should own it.Do your personal morals ever come into play when buying
companies, or do you compartmentalize your conscience, wall it off from the part of your brain that thinks about investments, and make your investing decisions based on the financial prospects of the company?The reason why I'm asking is that I keep identifying stocks of
companies that I love from an investing perspective but despise on a human level.I can not in good conscience own any piece of Phillip Morris knowing the impact that smoking related illness has on the families of smokers.You might say that the smoker made his choice to smoke so you don't mind taking his money, but his children never made that choice and they are the ones who will suffer when he dies 20 years too soon.
Game design is a rough feat to pull off, especially for small
company — I'll try and pull back on my effusive praise since they are now part of the SEGA family, but I will say they are
wonderful people (and they have an
absolutely killer office here in San Francisco, designed after the Nautilus and featuring a (full operational?)