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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.
Nubank: Berkshire’s Bet on Latin America
June 8, 2025 | How often are Berkshire Hathaway and Cathie Wood invested in the same thing? Today, we’ll be telling the story of one such company: Nubank, going through its incredible growth, still promising prospects, and trying to reconcile what it means for the company’s valuation.
Amazon: Is It Prime Time for Investors?
June 1, 2025 | I know… Amazon is hardly an insider tip. But take a look at the stock chart, and you might be surprised to see that it’s gone nowhere over the last four years.
Shopify: Can It Win The E-Commerce Wars?
May 25, 2025 | We’ll dive into Shopify’s evolution, breaking down how it earns money, its relationship with Amazon in the battle for the future of e-Commerce, and its valuation — as always, we’ll also decide whether the company deserves a spot in our Intrinsic Value Portfolio.
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