Newsletters2025-01-04T07:54:08-05:00

TIP Academy

Get smarter about valuing businesses in just a few minutes each week.

Get the weekly email that makes understanding intrinsic value
easy and enjoyable, for free.

How Emotions Are Made

September 22, 2024 | Getting a handle on our complex emotions is a superpower. Managing our emotions in helpful ways can do wonders for us, whether at home, in relationships, or in the stock market. It’s not easy. Fortunately, we can turn to all kinds of research.

Endless Patience

September 20, 2024 | The Messi effect rages on. Since the global soccer superstar joined Major League Soccer’s Inter Miami last year, MLS team values have surged $3.2 billion.

Gaining Confidence

September 18, 2024 | The Federal Reserve cut interest rates by half a percentage point on Wednesday, a bold start to its rate reduction campaign and its first cut since 2020.

End of an Era

September 16, 2024 | This is the week. It’s a big one: The Federal Reserve’s rate cuts are upon us. In the coming months, those rate cuts will ripple through the economy, from businesses to home and car buyers to everything in between.

Unshakeable

September 15, 2024 | Today, we're chatting with Frederico Santarém, a member of our Mastermind Community, about his investing process, influences, and long-term ownership of great companies.

Easy Come, Easy Go

September 13, 2024 | Americans could use housing relief. Many renters (about half) spend 30% or more of their income on housing, and the housing market is coming off its worst spring season in 12 years.

Time Curve

September 11, 2024 | Generative artificial intelligence has driven soaring valuations and investor optimism. Companies invest billions of dollars in the technology, hoping it will one day lead to enormous profits. But when?

Heavier Wallets

September 9, 2024 | Americans have more money in the bank than in 2019, adjusted for inflation, and slightly less credit-card debt relative to income. To better understand this economic moment, let’s break down what the American wallet looks like right now.

The Joys of Compounding

September 8, 2024 | Few individuals have studied the art of investing and the good life more than Gautam Baid. We chat with Baid about his writing, investing approach, life lessons, and more.

Nintendo: Switching It Up!

March 16, 2025 | Mario, Donkey Kong, Zelda, Super Smash Brothers, Kirby, Pokemon — the list of Nintendo’s iconic franchises is remarkable, rivaled only by Disney’s portfolio of beloved brands.

Airbnb: The Future of Hospitality

March 9, 2025 | I’ve got a fun one for ya today, folks: Silicon Valley meets hospitality, the hotel industry’s worst nightmare — Airbnb 🏡

Blue Owl: The Next Blackstone?

March 2, 2025 | This week, I’m diving into one of the few SPACs from the 2020-era Lollapalooza in financial markets that has actually worked out: a fast-growing alternative asset manager humbly named Blue Owl that, perhaps, has its eyes set on being the next Blackstone?

Go to Top