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.

Funflation

October 18, 2023 | We’re aware of rising home prices, insurance, electricity, gas, and groceries. But that’s not all. The price of fun stuff like concerts, sporting events, and vacations has also increased.

Trifecta

October 17, 2023 | Goldman Sachs: We covered the first big story out of Goldman today with DJ D-Sol putting the headphones away. On a more serious note, the iconic Wall Street firm’s stock slid around 2.40% at one point after reporting third-quarter earnings.

Project of the Century

October 16, 2023 | Some of the country’s most recognizable brands are having a rough year, from Target to Dollar General to Kraft Heinz. That seemingly flies in the face of evidence that the economy is humming along.

Boo! Spirit’s Halloween Business

October 15, 2023 | Before the Christmas songs begin and before Americans spend billions of dollars on year-end holiday traditions, there is Halloween.

The Whims of TikTok

October 14, 2023 | TikTok was initially popular among kids but it has rapidly expanded its user base across all age groups, evolving into a dominating competitor in social media.

Earnings Season Is Back!

October 13, 2023 | Here we go again with another earnings season. The big banks were first to the plate, per usual, and so far, so good.

Russia Tries to Save the Ruble

October 12, 2023 | The Russian ruble is rallying, but not for a good reason. The currency’s exchange rate against the dollar is climbing back after the Kremlin reintroduced capital controls — last implemented shortly after Russia first invaded Ukraine.