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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.
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.
Comfort Systems: Blue-Collar Compounder
April 27, 2025 | What is a “serial acquirer,” you ask? Good question. This term has come to describe decentralized holding companies, where there’s a parent company at the top that oversees a number of subsidiary businesses.
Uber: Cash Burner to Compounder?
April 20, 2025 | I was actually one such investor who, when researching Alphabet previously, suggested Waymo could and should eventually cut Uber out instead of partnering with them. After having studied Uber, I now see it differently. Let’s discuss.
Nike: Just Buy It?
April 13, 2025 | Nike is one of those rare businesses that doesn't just sell products — it shapes culture, identity, and aspiration. But despite that iconic status, the company is facing one of the most challenging stretches in its modern history.
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