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.
Cracks Emerge
September 27, 2023 | If you’ve been under a rock this year, two things have underpinned the stock market’s recovery in 2023 after an ugly 2022: Optimism about AI and a resilient U.S. consumer.
Convertible Cruisin’
September 26, 2023 | Investors and regulators have a new name for private equity’s laggards: zombies.
Strike, You’re Out!
September 25, 2023 | Hollywood’s new forecast: 99% chance of stars.
Amazon’s Next Frontier
September 24, 2023 | In mid-2021, Jeff Bezos stepped down as Amazon CEO — 27 years after he launched the e-commerce giant out of a garage near Seattle. One of Bezos’ final big questions: What will Amazon’s fourth pillar be?
Can’t Lose
September 23, 2023 | Sometimes, when people first learn about investing, they ask innocently naive questions like, “Is it possible to do this without losing any money?”
Hard Or Soft Landing?
September 22, 2023 | While bond investors worry about a soft landing hurting bond prices, stock investors are selling hand over fist — but for different (and overlapping) reasons.
Betting On TikTok
September 21, 2023 | One very wealthy man doesn’t just want to avoid a TikTok ban — he’s putting his money where his mouth is, pouring more than $60 million in support of Club for Growth, a Conservative Super PAC pushing against bans.
The Fed Hits Pause
September 20, 2023 | Could it…could it finally be over? Maybe.
Greedflation
September 19, 2023 | In the hedge fund world, it’s almost always about leverage, short-term profit, and risk. Bear this in mind as you consider the following:
The Little Guys
July 15, 2024 | Last Thursday, the stock market had a pretty big reversal, particularly affecting the Magnificent Seven mega-cap stocks and AI-related investments.
A New Era
July 14, 2024 | The global transition to a low-carbon economy is poised to be the most substantial economic transformation since the Industrial Revolution, requiring an estimated $150 to $200 trillion in investments over the next three decades.
Money Machines
July 12, 2024 | Steve Eisman, a senior portfolio manager at Neuberger Berman Group, just shared his bullish outlook on U.S. mega-cap technology stocks, saying investors “have to own the big, large-cap tech stocks.”
Success!
You have successfully subscribed to The Investors Podcast Network newsletter. please expect them in your inbox everyday. 🙂