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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.
