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.
What Rate Hikes?
July 27, 2023 | As mentioned in the intro, 2023 has been a puzzling year. The theme for this year has been unanticipated economic resilience in response to disruptive inflation and interest rates.
Big Tech
July 26, 2023 | Microsoft and Alphabet opened Big Tech earnings season Tuesday after the bell, with plenty more AI talk.
Worldcoin
July 25, 2023 | How much will you pay for premium music? As much as we love vinyl, it’s nice to have all of humanity’s music just a few clicks away.
Nirvana
July 24, 2023 | As mentioned in the intro, Americans aren’t optimistic about the economy, but maybethey should be?
Winning Ticket
July 23, 2023 | As you might have seen, someone won the $1 billion jackpot last week after purchasing the ticket at a Los Angeles convenience store. So today, we'll discuss the lottery’s history, how it works, and why the windfall doesn’t always bring sunshine and rainbows.
The Big Apple
July 22, 2023 | “Innovation distinguishes between a leader and a follower.” That sentence, once articulated by Apple’s co-founder, Steve Jobs, could summarize how Apple has become one of the most successful companies in the 21st century. But there’s more to the story.
Barbenheimer
July 21, 2023 | Somehow we’ve managed to go these last two weeks without discussing “Barbenheimer” — the internet meme phenomenon of 2023, derived from the simultaneous blockbuster movie releases of Barbie and Oppenheimer this weekend.
Burning Up
July 20, 2023 | Despite the extreme heat, some Americans are relieved.
Roller Coaster Stock
July 19, 2023 | JPMorgan Chase, Citigroup, and Wells Fargo posted second-quarter earnings beats early this week, and Morgan Stanley has followed suit.
