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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.
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.
Reddit: The Front Page of the Internet
April 6, 2025 | It’s a special thing to redefine what it means to be part of a “community.” Yet, that’s exactly what Reddit, known colloquially as “the Front Page of the Internet,” has done. The future is promising, but is the stock too richly priced? Let’s find out!
Moncler: Zipped For Success
March 30, 2025 | Luxury is about more than just price — it’s about identity, status, and quality. Few brands have managed to scale those qualities as effectively as Moncler.
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