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

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Bargain Hunting

August 16, 2024 | Walmart is on a tear. The retail giant’s sales are climbing, pushing its stock to fresh highs this week after a 38% rally this year, compared to the S&P 500’s ~17% gain.

Burritos to Lattes

August 14, 2024 | From burritos to lattes — from one iconic American brand to another. That’s the path for star leader Brian Niccol, the Chipotle CEO, who is taking the helm of Starbucks next month.

Carry Trade Blowup

August 12, 2024 | After the dust settled a bit, the upheaval last Monday now appears to have been a short-lived panic triggered by a minor policy adjustment from the Bank of Japan and renewed concerns about a potential U.S. recession.

Rockefeller’s Letters

August 11, 2024 | The ideas that helped drive John D. Rockefeller’s rise to enormous wealth and success come one after the other: Starting points do not determine your endpoint.

Penny Stock Purge

August 9, 2024 | Let the purge of the penny stocks begin. Nasdaq is taking measures to address concerns about the proliferation of penny stocks on its exchange.

True Costs

August 7, 2024 | The jobs report last week, which showed a pronounced weakening in hirings, kicked off the market turbulence that has defined this week on Wall Street.

Drumbeat of Skepticism

August 5, 2024 | Woah — we all need a breather. How quickly the tides turned. In a matter of a few weeks, the narrative on Wall Street has shifted from soft landing to all-out panic.

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.

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?

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.

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We are an exclusive business podcast network which aims to educate people all over the world about how to grow financially and personally.

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SITE POLICIES

We are an exclusive business podcast network which aims to educate people all over the world about how to grow financially and personally.

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