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

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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.

An Exceptional Valuation

December 9, 2024 | We’ve picked the first company we’ll be breaking down. It’s the only publicly traded stock in the U.S. that enables you to invest in two major North American sports franchises. Sounds compelling, right?

Exciting Changes

December 2, 2024 | We wanted to jump in your inbox again to remind you that this past Wednesday was our last “regular” edition of We Study Markets. What does that mean? Exciting things, that’s what.

Around the Clock

November 27, 2024 | Could traditional U.S. stock trading hours — 9:30 a.m. to 4 p.m. ET — one day be a thing of the past?

A Sub Above

November 25, 2024 | Peter Cancro's story began in 1971 at 17, working at Mike's Subs in New Jersey. When owners decided to sell in 1975, his mother suggested he buy the shop—an idea Cancro initially found laughable.

The Abominable No Man

November 24, 2024 | It’s hard to believe, but this week marks one year since Charlie Munger’s death. Did you know Warren Buffett playfully referred to Munger as “The Abominable No-Man” because Munger so frequently turned down potential investments?

Dancing in the Street

November 22, 2024 | For all of the talk about tech, AI, and the Magnificent 7, did you know that the U.S. Financial sector has outperformed Technology this year?

Gold Mine

November 20, 2024 | There’s no doubt we live in an era of digital payments. You can tap your phone at virtually any check-out counter to pay. Yet paper checks are hanging in there in the U.S. — and criminals are exploiting the vulnerability efficiently.

Comfort Systems: Blue-Collar Compounder

April 27, 2025 | What is a “serial acquirer,” you ask? Good question. This term has come to describe decentralized holding companies, where there’s a parent company at the top that oversees a number of subsidiary businesses.

Uber: Cash Burner to Compounder?

April 20, 2025 | I was actually one such investor who, when researching Alphabet previously, suggested Waymo could and should eventually cut Uber out instead of partnering with them. After having studied Uber, I now see it differently. Let’s discuss.

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.

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