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.
Dear Diary
January 27, 2023 | Stocks continue to roll in 2023. Whether it's another bear market rally or a new bull run remains to be seen, but so far the S&P 500 has risen nearly 7% this year, led by the technology sector.
Trouble Beneath the Surface
January 26, 2023 | As a follow-up to her past piece on mean reversion, Rebecca Hotsko, the host of our Millennial Investing podcast, joins us again today to discuss why multiple expansion/contraction is a critical component of your investment return.
Risk & Return
January 25, 2023 | “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.” — Peter Lynch
Launching Your Own ETF
January 24, 2023 | Do you have an idea for your own exchange-traded fund (ETF)?
Less is More
January 23, 2023 | Warren Buffett's "20 slot" rule might be extreme for some, but it's a striking reminder of the power of simplicity, both in investing and life.
The Four Agreements
January 22, 2023 | Don Miguel Ruiz's classic little book, The Four Agreements, was originally published in 1997 as a guide to proper conduct, spiritual freedom, and a life with fewer limitations.
The Changing Face of Globalization
January 20, 2023 | "Our whole premise is you construct an investment portfolio based on what you don't know. You make it so that it performs its best in the extremes...it's not predicting what you think you know, it's constructing resilience for what you don't know."
Will the U.S. Default?
January 19, 2023 | What happens when the CEO comes back?
Managing Debt Crises
January 18, 2023 | Debt crises and financial panics have transcended time and space, rearing their ugly heads across nearly every major civilization to have ever existed.
Left Behind
March 13, 2024 | While the Western world has hiked interest rates in response to a pandemic-era inflation burst, the planet’s third-biggest economy has seemingly missed the memo, keeping interest rates extremely low — Japanese government bonds maturing in 10 years pay meager yields just shy of 0.8%.
It Isn’t Just Big Tech
March 12, 2024 | Against popular belief, this market isn’t just about a few wonderful mega-cap companies. A broad group of companies has fueled the recent climb to record highs, even as monster companies like Apple and Tesla have sunk this year.
Place Your Bets
March 11, 2024 | You can bet on almost anything in markets if you're clever enough. Typically, people think of this in two basic ways — you can bet on stocks, bonds, gold, bitcoin, etc., to go higher or lower in price.
Success!
You have successfully subscribed to The Investors Podcast Network newsletter. please expect them in your inbox everyday. 🙂