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

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Hollywood Economics

February 11, 2024 | The film industry isn’t all glamorous. For every big hit that makes hundreds of millions — like “Oppenheimer” and “Barbie,” countless films go virtually unheard of.

Secret Sauce

February 10, 2024 | Wouldn’t the office be better if we all took a collective coffee break?

Sam Altman’s $7 Trillion Plan

February 9, 2024 | Sam Altman, CEO of the company that created ChatGPT, has probably never been criticized for a lack of ambition. His latest endeavor is, to say the least, quite ambitious.

The Big Review

February 8, 2024 | McKinsey has warned about 3,000 of its consultants that their performance was “unsatisfactory” and must improve. Otherwise, they could be removed from the company.

Burrito Season

February 7, 2024 | It’s never been easier to have Uber deliver your Chipotle order, and coincidentally, both companies reported earnings this week.

NYC On Sale

February 5, 2024 | Forget this bonkers housing market. How about buying a whole apartment building? New York City apartment buildings are on sale for a bargain, sometimes 50% off.

Housing Revolution

February 4, 2024 | Meet Icon’s Jason Ballard, who wants to put a dent in the affordable housing crisis. Could his tiny Austin, Texas-based company disrupt the trillion-dollar construction industry?

Disappearing Public Companies

February 3, 2024 | Back in 1996, there were over 8,000 public companies trading on American stock exchanges. Fast forward to today, and that number has collapsed to fewer than 3,750. The end result?

Unshakeable

September 15, 2024 | Today, we're chatting with Frederico Santarém, a member of our Mastermind Community, about his investing process, influences, and long-term ownership of great companies.

Easy Come, Easy Go

September 13, 2024 | Americans could use housing relief. Many renters (about half) spend 30% or more of their income on housing, and the housing market is coming off its worst spring season in 12 years.

Time Curve

September 11, 2024 | Generative artificial intelligence has driven soaring valuations and investor optimism. Companies invest billions of dollars in the technology, hoping it will one day lead to enormous profits. But when?

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