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.

Fat Pitch

March 02, 2023 | Four years ago, our Stig Brodersen and Preston Psych studied Stanley Druckenmiller in a fascinating podcast episode here.

Corporate Drama

March 01, 2023 | Monopoly remains an enduring artifact of American history and values, despite the reality that its backstory is hardly known.

The Big Picture

February 28, 2023 |  In Warren Buffett’s latest annual letter to Berkshire Hathaway shareholders, the 92-year-old veteran urged investors to do what he’s always done: Focus on the big picture, rather than high inflation, the Federal Reserve, and short-term stock movements.

Silver-Tongued Demagogues

February 27, 2023 | To hear McKenzie's full thoughts on tech layoffs, listen to his Bloomberg interview here.

Trailblazer

February 26, 2023 | Check out our past pieces this month on Michael Jordan, Jay-Z, and Oprah. Or read more about Robert F. Smith here.

Moment of Lift

February 24, 2023 | One day on a trip to India, Melinda Gates recalls a mother of two asking her to take her children back with her to the U.S.

Talking Chips

February 23, 2023 | To learn more about this "ice cream conspiracy," listen to NPR's full podcast episode on the topic.

David & Goliath

February 22, 2023 | By some measures, 2022 was the year of the underdog.

The American Dream

February 21, 2023 | How achievable is the American Dream? It’s an emotional question at the core of our national identity.

Circle The Wagons

March 30, 2024 | Off we go with Mohnish Pabrai’s 2023 presentation at the University of Nebraska, cool charts, and more in 2 minutes to read.

Thinking Fast and Slow

March 28, 2024 | Rest in peace to an economics icon: Dr. Daniel Kahneman, the Nobel Prize winner who wrote Thinking Fast and Slow and upended economics, died this week at 90.

David Vs Goliath

March 27, 2024 | Sometimes, David doesn’t beat Goliath. Actually, it’s been several years straight since David beat Goliath. That is, David being “small-cap stocks” and Goliath being large-caps (think the Magnificent 7 and the S&P 500 generally.)

Go to Top