Q1, 2023

Hello! Thought I would provide an update on what I've been up to. The last few months of 2022 & first few of 2023 have been great! I've been busier than anticipated, working on a few things that have been a blast. I will provide more info on them in the coming months...stay tuned!

In the meantime, with more free time, I have enjoyed engaging more closely over the past few months with UVA & Notre Dame. Two weeks ago, I was fortunate to have the chance to join Professor Tim Hubbard (Donnelly Fellow in Participatory Management, Co-Director Virtual Reality Lab) in the Mendoza School of Business at ND when he taught a group of primarily undergraduate seniors a case about Danaher in his Strategic Management class. The discussion was fabulous, and while most had never heard of Danaher before reading the case, a few students had benefited from hearing Danaher founder Mitch Rales teach their Art of Investing class in November, 2022...when he shared his insights and perspectives, including stories about Danaher. After listening to the class, I sat down with Tim for an interview, where we discussed more about Danaher, building on the case discussion and digging into some other topics as well. He then shared our discussion with his students, and also gave me the opportunity to post the video here. So if you're interested - enjoy! 

As always, I welcome your input & feedback…hit me up! And more updates from me coming soon...

Cheers,

Kevin

kevinklau44@gmail.com

twitter: @k_klau