Newsletters2025-01-04T07:54:08-05:00

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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.

Back-to-Back

November 18, 2024 | Newton’s First Law found that an object in motion stays in motion. U.S. investors are betting on just that for the stock market. We’re amid quite the rally as investor optimism remains high and fund inflows stay strong.

Just Keep Buying

November 17, 2024 | We’re chatting with Blake Millard, author of the popular newsletter, “The Sandbox Daily,” and director of investments at Sandbox Financial Partners, a Registered Investment Advisor (RIA) in Maryland.

Berkshire’s Portfolio Tweaks

November 15, 2024 | Every few months, we get a fresh slate of 13F filings telling us what changes institutional investors have made to their portfolios — at a 45-day delay. And eagle-eyed 13F watchers are all excited at the latest batch.

Show Off

November 13, 2024 | Spotify’s financial turnaround continues to impress. While concert-goers face steep ticket prices sometimes reaching $500-$1,000, Spotify's monthly subscription fee of about $12 seems like a bargain.

The Trade Desk: Heir to the Programmatic Advertising Throne?

August 3, 2025 | Back when the internet was first commercialized, there was this beautiful vision of a free and open web, where publishers could earn money from ads, advertisers could reach relevant audiences, and users could explore information without friction or gatekeepers. Then came the walls.

PayPal: Value Trap or Multibagger?

July 29, 2025 | Payments is a complex space. Shawn always says it makes his head spin. And I get it. It can be dry, and there are so many things we simply don’t know yet. But sometimes, the opportunity is too compelling not to take a closer look.

Roku: The Forgotten Streaming Giant

July 20, 2025 | What if I told you America’s fifth-biggest streaming platform after Netflix, YouTube, Prime Video, and Disney+ wasn’t Apple TV+, Hulu, Peacock, or HBO Max, as you might expect?

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