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

TIP Academy

Get smarter about valuing businesses in just a few minutes each week.

Get the weekly email that makes understanding intrinsic value
easy and enjoyable, for free.

VC’s Cultural Moment

April 10, 2024 | If you’re an individual investor, you probably don’t have access to investing in hot startups. In recent years, a trendy business model in finance has been trying to change that, “democratizing” access to more types of companies, not just those trading on stock exchanges.

Rearmament Reckoning

April 9, 2024 | War is, unfortunately, a big business. Despite tribal conflict seeming outdated in the 21st century, it remains an enduring aspect of the human experience. This means, unsurprisingly, that the “military-industrial complex” holds significant but often overlooked sway over economic activity.

New Gold Standard

April 8, 2024 | Long struggling to get inflation under control after money printing wrecked the Zimbabwe dollar’s value, the country of over 16 million is taking notes from the past, opting for a new gold-backed currency to restore economic order.

Empowering Investors

April 7, 2024 | Today, we're sharing our interview with Kyle Grieve, our esteemed podcast host and investor. We discuss investing, markets, lessons, life, and more. Spoiler: He doesn’t recommend meme stocks.

The Art Of Studying Markets

April 6, 2024 | Learn from Shawn O’Malley & Matthew Gutierrez what it’s been like creating and writing for We Study Markets, who their biggest influences have been, how they structure their own portfolios, what an average day is like for a newsletter writer, and what future plans they have to offer more value to our readers.

Good News Is Good!

April 5, 2024 | “Good news is good news!” again. That’s Bloomberg’s Joe Weisenthal commenting on how Friday’s blowout jobs report spurred an upward swing in stocks. This is, of course, in contrast to the “good news is bad news” narrative that occasionally grips markets, where investors root for modestly bad economic news.

Big, Little Guys

April 4, 2024 | David — small-caps — isn’t a monolith. Sure, in aggregate, they’re underperforming their S&P 500 peers, but a few winners are claiming greater sway over the market-cap weighted Russell 2000 index for small-cap stocks.

Yuan Problem

April 3, 2024 | Let’s talk currencies. It’s one of those corners in financial markets that are surprisingly forgettable despite forex’s massive importance — the global currency exchange market is actually considered the biggest and most liquid financial market.

Debt Danger

April 2, 2024 | Folks, we may have a debt problem. Bloomberg Economics ran a million forecast simulations on the U.S. debt outlook — 88% of which show borrowing on an unsustainable path, which poses economic, national security, and social challenges if not addressed.

Sports Biz

November 1, 2024 | Soon, investors will be able to plow money in indexes tied to their favorite sports leagues. Morgan Stanley will launch a portfolio for investors tied to prominent sports leagues, such as the NFL, NBA, and MLB.

Just Google It

October 30, 2024 | Here’s what you need to know after earnings from Alphabet, AMD, and Reddit.

Keep Moving

October 28, 2024 | David Einhorn is one of Wall Street's most closely watched investors for a reason. Whether he’s long or short, he makes bold investment calls. His latest: Peloton.

Go to Top