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

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Clearly Cooled

September 6, 2024 | On Friday, the August jobs report showed the U.S. economy added 142,000 jobs last month, less than expected. This rebound from the soft July data that prompted a market selloff is more evidence that the labor market is a far cry from what it was circa 2021.

Index Boom

September 4, 2024 | Chances are, you own an index fund. And most of us know that the index-fund revolution has showed few signs of slowing down.

The Power of Investing

September 1, 2024 | We're exploring a bit about Laurene Powell Jobs, the billionaire businesswoman and executive who is also known as Steve Jobs’ widow. They aren’t just philanthropists for positive social change — they also recognize the power of investing in promising startups and entrepreneurs.

Power Shift

August 30, 2024 | The worker pay power shift is here in a cooling hiring market. Pay for new white-collar hires shrank last year, and now blue-collar worker wages are declining, too, according to ZipRecruiter.

The Old-Fashioned Way

August 28, 2024 | Warren Buffett, who turns 94 on Friday, got an early birthday present this year. His Berkshire Hathaway topped the $1 trillion market cap threshold for the first time.

Simple, Not Easy

August 26, 2024 | In Niccol’s six years at Chipotle, the stock rose 773% as revenue and profits soared thanks to savvy marketing and keeping it simple.

Patience Pays

August 25, 2024 | We're chatting with Edwin Lugo, a member of our Mastermind Community and a professional investor with over 20 years of experience in managing international equities for various clients.

The Time Has Come

August 23, 2024 | “The time has come for policy to adjust,” Powell said during the Fed’s annual retreat this week in Jackson Hole.

Harness the Power

August 21, 2024 | We might not be far from a day when virtually everyone has an AI assistant at work. Need a tedious or monotonous series of tasks done by noon? No problem. Already, AI is helping people with something else: starting businesses.

VeriSign: The Internet’s Toll Road

February 23, 2025 | No, I don’t have a literal toll-road company to tell you about today; I actually have something much more powerful: a business that operates like the toll road I describe above, yet for the entire internet 👀

AutoZone: Under The Hood

February 16, 2025 | Few companies have been as prolific cannibals of their own stock as AutoZone, a franchise that has, in two decades, spent tens of billions of dollars consuming 90% of its outstanding shares.

Vital Farms: Egg-cellent Investment?

February 9, 2025 | Another company is now bringing Conscious Capitalism to public markets, again showing that putting ethical business and sustainability first isn’t just ESG gibberish but an actually winning strategy underpinning one of the most impressive brands in the world.

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