The Ice Man
Patience can be learned. Having a long attention span and the ability to concentrate on one thing for a long time is a huge advantage. - Warren Buffett
Avoid taking advice from someone who gives advice for a living, unless there is a penalty for their advice. -
Be brave if you lose and meek if you win. - Harvey Penick
My father W.S.S. Passed on 23 Oct 2017. Never got a chance to say thanks…
Dear Warren,
Always liked this picture of you on Captain’s Row near The Admiral’s House. Tom Lynch learned much about your background watching the Navy victory over Maryland Lacrosse during a pivotal 1992 game.
Our win with Bud was sealed by my downhill slider putt but you earned the term ‘Ice Man’ as you carried the team.
Always encouraging action versus talk, taking your lead as right now is a critical time in our transition. Stating ‘our’ as I met the love of my life. Thanks to your score with Milton Bradley bringing us to Longmeadow I’d discovered Alchemy at home > awaiting this time when I’m prepared mentally physically and emotionally… spiritually.
Dan Kane helped bring a new possibility to life with the entrance to the U.S. Naval Academy Prep School in Newport, Rhode Island. Strategic decision to give up Arizona State Architecture for much needed discipline, education and world tacit knowledge was essential. Your support thru tough times and encouragement to stay with Honeywell & out west with Morgan Stanley defined much of my success. Eventually you came to understand my passion for surfing & need TO ACT WHEN POSSIBLE as Time is our Most Precious Commodity.
Understanding personal limitations and accepting becoming uncomfortable was significant to ensure a chance at a boots on the ground perspective of the world…
Heidi F-sher of LHS & I will soon be together in New Hampshire where you brought us as a young boy [Ray & Adele Pearson]. Our goal is to use existing assets and past experiences to build an international real estate, royalty & design company. Never in my wildest experiences did I believe I’d be ready for the current task at hand… but today my daily grind is the ultimate gift.
Heidi & I visited Annapolis in June 2022 to walk on the turf field recanting the day I made the Navy Lacrosse team by decking Paul Gate of Syracuse by doing an ‘unauthorized slide’ … As David Pliske noted your son was a strange mix of a leader yet not always a rule follower. The fall of 1989 wasn’t an easy time with HTS sending letters ‘I’m living for you to Graduate’ > In retrospect essential as much of my psychological DNA is an artist sensing outer design dimensions / abstraction vs preparing for brutal action before battle: Marcus Aurelius Mind & Body. Always good to challenge oneself embracing anti-fragility.
I’ve been hard on Heidi at times given experiences as a high net worth advisor to find safety in storms for select clientele. Years of work seeking mental clarity have given a clear perspective on why your largest holdings were Wheaton, Franco-Nevada and Royal Gold [Royalties]. A new structure created by a top team has been on rapid G&A during a ‘Nuclear Winter’ in the junior resource market and it’s clear this is the one company to own like your beloved Proctor & Gamble. The royalty financial structure created by CPA’s and prudent capital managers seeks to ensure continued ownership of gold companies with risk mitigation. Our goal as a couple is to ensure we have capital to sufficiently run the new company in two hemispheres with more personal & creative time together.
Not sure you were aware of Richard Russell sending me newsletters of his famous Dow Theory Letters…
NOW IS OUR TIME TO ACCELERATE THE PLAN -
Last 7 years riding the bicycle with multiple jobs has been constructive.
Portfolio near built.
Found the Girl.
Mom is understanding the importance for us to Grasp the Macro is we’re Entrepreneurs.
We need to have the wind at our sails.
Love - CAS
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