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

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Exposing Corporate Misconduct

June 30, 2024 | When Edwin Dorsey published a deep dive about The Joint Corp., a nationwide network of chiropractors, the company was valued at $1.39 billion. Its shares had recently run up about 3,500%, trading at roughly 80x profit.

Giving Spree

June 28, 2024 | Warren Buffett, who turns 94 in August, has made his largest annual charitable donation to date. Read on for a preview of Warren Buffett’s will.

Cash Trap

June 26, 2024 | Even as the stock market has soared through the first six months of 2024, some Americans aren’t in any hurry to move their cash. Some investors have 25% or even 50% of their assets in Treasury bills and money-market funds, per The Wall Street Journal.

Real Estate Retirees

June 24, 2024 | With 401(k) balances as high as they’ve ever been, some investors are turning to something else: real estate.

Nifty Fifty

June 23, 2024 | In the '60s and early '70s, Wall Street wasn't just dancing; it was grooving to roughly 50 stocks. Enter the Nifty Fifty, a group of blue-chip darlings. Investors pounced on them as valuations kept surging.

Broader Scope

June 21, 2024 | We’re breaking down what the world’s largest real estate investor has been up to. Blackstone has shifted its portfolio strategy over the past 16 years.

Ponzi Funds

June 20, 2024 | Buyer beware: The dangers of hot money in ETFs can create major losses to investors’ portfolios. A new study cautions investors to carefully consider such “Ponzi Funds.”

New Balance of Power

June 17, 2024 | One man in the spotlight: CEO Satya Nadella, who bet the future of Microsoft on the potential of AI when he forged a groundbreaking partnership with OpenAI, the creator of ChatGPT.

Makers and Takers

June 16, 2024 | Today, we're sharing our fascinating interview with the Financial Times’ Rana Foroohar, who writes about everything from insurance to globalization to big tech.

Buffett’s Patience

November 4, 2024 | Berkshire Hathaway’s cash pile now exceeds $300 billion as Warren Buffett and Co. kept selling stocks while holding off on buybacks.

Systematic Strategies

November 3, 2024 | In the cutthroat world of finance, particularly hedge funds, DUNN Capital stands out as a guiding light of the investor-first approach.

Sports Biz

November 1, 2024 | Soon, investors will be able to plow money in indexes tied to their favorite sports leagues. Morgan Stanley will launch a portfolio for investors tied to prominent sports leagues, such as the NFL, NBA, and MLB.

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