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.

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.

How the Wealthy Invest

December 23, 2024 | Let’s jump into some charts and headlines that caught our attention this week before we all log off for the holidays. We’re less than two weeks away from unveiling our revamped newsletter.

Still Thriving

December 16, 2024 | We’re still getting everything ready for the updated version of this newsletter, but we’re just popping in to say hi again. In the meantime, let’s jump into some charts and headlines that caught our attention this week.

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