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Charlie Munger’s Predicament
August 4, 2024 | At 31, Charlie Munger found himself at a devastating low point. Each personal tragedy alone could break a spirit, but Munger refused to succumb to despair.
Correction Territory
August 2, 2024 | Folks, the unemployment rate is ticking up — it just hit its highest level since the fall of 2021. Broadly, the U.S. job market showed significant signs of cooling.
Heating Up
July 31, 2024 | It’s the heart of air conditioning season, and one of the greatest beneficiaries of this time of year are the AC companies powering our homes, offices, and other businesses.
Cruisin’
July 29, 2024 | For years, cruise ships have been a thing for mostly Baby Boomers and retirees. Lately, however, the younger generation has been jumping on board.
Evolution of a Financial Enthusiast
July 28, 2024 | Amid the busy news cycle, we like to sit back, zoom out, and talk markets. So, today, we're sharing our interview with our very own Shawn O’Malley, who discusses markets, investing, and learning from the very best in the business.
The Tables Have Turned
July 26, 2024 | The extraordinary, “once-in-a-generation” job market that Americans have enjoyed — particularly 2020, 2021, and 2022 — has officially come to a close.
Billions Forgone
July 24, 2024 | Workers are missing out on big investment gains by inadvertently leaving their retirement savings in cash after switching jobs.
Bare Shelves
July 22, 2024 | Low interest rates have traditionally been widely viewed as beneficial for stocks — just ask small-cap fund managers lately. But their impact on the stock market is more complex.
Unreasonable Hospitality
July 21, 2024 | Will Guidara has redefined the meaning of hospitality. His approach, which he calls "unreasonable hospitality," goes beyond the expected service norms to create unforgettable experiences that resonate with guests long after their meal ends.
CPNG: The Amazon of South Korea
January 12, 2025 | There is only one Amazon, and if you were fortunate enough to invest in it at any point in the past 25 years and continue to hold it, you’ve done quite well. Coupang is not exactly Amazon, but it’s impressive in its own ways.
MSGS: Own The Knicks & Rangers
January 5, 2025 | Welcome to the first-ever edition of The Intrinsic Value Newsletter! At this valuation, you’re, in theory, getting the Rangers entirely for free and a discount on the Knicks.
Cheers to 2024
December 30, 2024 | This Sunday, we’ll send you the debut weekly edition of The Intrinsic Value Newsletter. We hope you’re as excited as we are — until Sunday, here are some things we’ve kept our eyes on during the holidays.
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