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

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Confessions

August 26, 2022 | Have you ever thought you needed a financial therapist? We think it could be a new burgeoning industry in the investment field. Seriously. Money brings out a little crazy in all of us, and it helps to optimize your financial mental models.

Tech Moats

August 25, 2022 | This focus on moats, which is a timeless investing principle, also defines Seessel’s new era investing approach. If a digitally-based business has no visible technological moat, he suggests not to even bother owning it.

In Search Of…

August 24, 2022 | We love to study the lives of great investors in search of investing clues and recently decided to dig deeper into Charlie Munger’s career.

Chinese Yuan vs King Dollar

August 23, 2022 | China’s currency has been losing value as central banks hike interest rates worldwide while the People’s Bank of China has been cutting them.

Properly Venturesome

August 22, 2022 | Admittedly, Baruch was reluctant to put this list together. He was skeptical of its effectiveness. As he put it, people either lack the discipline to follow it or think they’re the exception that can outsmart the game Baruch played for decades.

Saving The Treasury Market

August 19, 2022 | As the Fed has begun quantitative tightening which drains liquidity from the financial system, this has created a strain on the most important financial market in the world, the U.S. Treasury market.

$110 million

August 18, 2022 | In other news, twenty-year-old university student Jake Freeman, a mathematics and econ major at the University of Southern California, was reported to have made $110 million after selling his Bed Bath & Beyond stake.

Goodbye, Alibaba

August 17, 2022 | Bridgewater Associates founder Ray Dalio, one of the biggest bulls on China, dumped his firm’s entire position in Alibaba amid a fire sale of its holdings in U.S.-listed Chinese stocks.

Turbocharged Value Investing

August 16, 2022 | Can options be useful tools for value investors? Well, for Matt Peterson, they have been a key part of his investing philosophy, which he calls structured value investing.

An Airport is IPOing?

January 31, 2024 | If you’ve ever been through security or looked around while waiting for your luggage and thought, “I’d like to invest in this,” well, now you can.

The Buffett Curse

January 30, 2024 | An investment from the “Oracle of Omaha” is a galvanizing vote of confidence. It’s also a source of anxiety for corporate executives.

Blackstone’s Empire

January 29, 2024 | To be cliche, an old expression on Wall Street suggests it’s best to “sell shovels during a gold rush.” In other words, while everyone is chasing the next big trend, a better business is selling them the tools and resources they’ll need.

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