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.
Gimme Shelter
October 5, 2022 | Today, we'll discuss Elon Musk's agreement (for the second time) to buy Twitter, Micron's plans to invest billions in U.S. semiconductor production, Nasdaq delaying its cryptocurrency exchange plans, and our takeaways from Oaktree Capital's quarterly letter.
Carbon Markets
October 4, 2022 | In a world where carbon dioxide emissions are increasingly regulated, taxed, and monitored, the price of carbon itself becomes quite important, especially to companies who feel pressure from all sides to reduce CO2 output as much as possible.
U-Turn
October 3, 2022 | The British government announced it will abandon part of its plans for controversial tax cuts that sent the country's currency and bond markets into a crisis.
Perfect Storm
September 30, 2022 | Today, we'll discuss why macro hedge funds are doing so well this year, how Apple lost $120 billion in market value yesterday, an escalation of the war in Ukraine, and understanding country risks when investing.
Low Morale
September 29, 2022 | Across the euro zone's three largest economies, indicators of consumer morale remain subdued, as high inflation shows no sign of retreating.
Volatility Vortex
September 28, 2022 | The Treasury market has endured recently its most extreme bout of turbulence since the Covid pandemic rocked markets globally in March 2020.
Big Mac Index
September 27, 2022 | The Big Mac, in a way, actually represents a meaningful, “bundle of commodities, labor, real estate, and productive assets” in its prices, according to the analysts.
Indian iPhones
September 26, 2022 | In an official company statement, Apple (AAPL) said, “the new iPhone 14 lineup introduces groundbreaking new technologies and important safety capabilities. We’re excited to be manufacturing iPhone 14 in India.”
Apex Spawners
September 23, 2022 | A “spawner” is a company with the necessary DNA to incubate new business ventures that have the potential to become massive growth engines. For this to happen, a company should expect many failures and take them in stride.
Are We In A Bubble?
February 29, 2024 | Are we in a stock market bubble? That’s the question famed hedge fund investor, Ray Dalio, is wondering. In a recent post, the iconic investor provided his updated outlook on the world.
The Apple Car Is Dead
February 28, 2024 | One of Steve Jobs’ most famous business strategies: focus. It meant “saying no to hundreds of good ideas.”
GRANOLAS vs. Magnificent 7
February 27, 2024 | Yeah, yeah, the Magnificent 7 get all the attention, but they’re not the only buzzworthy group of stocks driving markets. Across the pond, the GRANOLAS are driving European markets higher.
Success!
You have successfully subscribed to The Investors Podcast Network newsletter. please expect them in your inbox everyday. 🙂


