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.

Vital Farms: Egg-cellent Investment?

February 9, 2025 | Another company is now bringing Conscious Capitalism to public markets, again showing that putting ethical business and sustainability first isn’t just ESG gibberish but an actually winning strategy underpinning one of the most impressive brands in the world.

Alphabet: Searching For Value

February 2, 2025 | Can the “Magnificent 7” offer value? Depends on how you define value. They’d probably be too rich for ol’ Ben Graham’s tastes, but boy, they have done well.

John Deere: An American Stalwart

January 26, 2025 | What’s more American than Levi’s blue jeans and apple pie? Well, honestly, probably nothing, but John Deere is in contention. Few brands have left a bigger cultural mark on rural America than Deere.

ULTA: A Beautiful Compounder

January 19, 2025 | To any stock investor, compounding is a thing of beauty. Bonus points, though, if your compounder is literally beautiful. Enter, Ulta Beauty 💄

CPNG: The Amazon of South Korea

January 12, 2025 | There is only one Amazon, and if you were fortunate enough to invest in it at any point in the past 25 years and continue to hold it, you’ve done quite well. Coupang is not exactly Amazon, but it’s impressive in its own ways.

MSGS: Own The Knicks & Rangers

January 5, 2025 | Welcome to the first-ever edition of The Intrinsic Value Newsletter! At this valuation, you’re, in theory, getting the Rangers entirely for free and a discount on the Knicks.

Cheers to 2024

December 30, 2024 | This Sunday, we’ll send you the debut weekly edition of The Intrinsic Value Newsletter. We hope you’re as excited as we are — until Sunday, here are some things we’ve kept our eyes on during the holidays.

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.

PayPal: Value Trap or Multibagger?

July 29, 2025 | Payments is a complex space. Shawn always says it makes his head spin. And I get it. It can be dry, and there are so many things we simply don’t know yet. But sometimes, the opportunity is too compelling not to take a closer look.

Roku: The Forgotten Streaming Giant

July 20, 2025 | What if I told you America’s fifth-biggest streaming platform after Netflix, YouTube, Prime Video, and Disney+ wasn’t Apple TV+, Hulu, Peacock, or HBO Max, as you might expect?

Estée Lauder: Burry’s Big Bet

July 13, 2025 | Interestingly, Michael Burry, who’s probably just as clueless about makeup as we are, made Estée Lauder his only U.S. stock holding. That alone made us curious.

ABOUT US

JOIN OUR NEWSLETTER:

We are an exclusive business podcast network which aims to educate people all over the world about how to grow financially and personally.

SHOWS

QUICKLINKS

SITE POLICIES

ABOUT US

JOIN OUR NEWSLETTER:

We are an exclusive business podcast network which aims to educate people all over the world about how to grow financially and personally.

SHOWS

QUICKLINKS

SITE POLICIES

We are an exclusive business podcast network which aims to educate people all over the world about how to grow financially and personally.

JOIN OUR NEWSLETTER:

SITE POLICIES

The Investor’s Podcast Network © 2025 All Rights Reserved.

The Investor’s Podcast Network © 2025 All Rights Reserved.

Go to Top