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

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The Flavors of Life

June 14, 2024 | As the planet continues to warm, extreme weather is upending the production of some of life's great culinary comforts: wine, olive oil, coffee, and cocoa.

Apple Intelligence

June 12, 2024 | Shares in the iPhone maker have soared roughly 9% this week alone. The catalyst: its long-awaited push into AI at its annual developer conference on Monday.

Bear Market in Diversification

June 10, 2024 | In case you hadn’t noticed, American stocks have been on a great run since the 2008 financial crisis, outpacing almost everything else.

Why Buffett Won’t Buy Nike

June 9, 2024 | We’ve curated some of the best charts, reading, podcasts, and videos we’ve come across this week for you to enjoy, all in a 2-minute read.

Roaring Back

June 7, 2024 | Meme stocks are back, yes, but GameStop's stock plummeted as much as 44% on Friday. The news came just as Keith Gill, known as "Roaring Kitty," made his highly anticipated return to YouTube with a livestream discussing GameStop.

Unplugged

June 5, 2024 | The dominance of Big Tech stocks like Apple, Microsoft, Nvidia, and Alphabet in the S&P 500 could be masking how fearful investors truly are about the Federal Reserve keeping interest rates higher for longer.

Hindsight Bias

June 3, 2024 | Happy Birthday, Dow Jones. This week marked the 128th anniversary of the Dow Jones Industrial Average. But it’s not all fun and games.

Just Missed

June 2, 2024 | Today, we'll study excellent business ideas that never made it and why in just 5 minutes to read.

The Trolls of Wall Street

May 31, 2024 | America’s next generation of young American traders are so here, driven by the powerful emotions of rage and boredom and their participation in the online community WallStreetBets.

ULTA: A Beautiful Compounder

January 19, 2025 | To any stock investor, compounding is a thing of beauty. Bonus points, though, if your compounder is literally beautiful. Enter, Ulta Beauty đź’„

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.

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