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.
Solar Boom
August 31, 2022 | First Solar (FSLR) announced on Tuesday that it would invest up to $1.2 billion to build a fourth factory in the U.S., largely due to the energy and climate bill Congress passed this month that expands incentives for renewable energy.
Warren Buffett: 92 Years of Wisdom
August 30, 2022 | "We’ve compiled our favorite 92 quotes from Warren Buffett to celebrate his 92nd birthday. It may seem long, but it’s a quick read and how can you pass up 92 years of investing lessons? Grab a drink and enjoy!"
Emergency Measures
August 29, 2022 | Europe is a net importer of oil and gas, and gas prices have risen fifteenfold since the start of the year, setting the stage for an extremely difficult winter and a possible protracted recession. What are Europe’s options?
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.
Disappearing Public Companies
February 3, 2024 | Back in 1996, there were over 8,000 public companies trading on American stock exchanges. Fast forward to today, and that number has collapsed to fewer than 3,750. The end result?
Comeback Kid
February 2, 2024 | Two years ago, Facebook’s parent posted the biggest market valuation loss in stock-market history. But Thursday, it reported more impressive quarterly earnings, and its stock rose about 21% on Friday — adding $200 billion to its market cap, the biggest single-session market value addition.
Banking Drama Is Back
February 1, 2024 | Nearly a year out from 2023’s panic in regional banks, marked by the collapse of Silicon Valley Bank (SVB) and First Republic, problems at not-too-big-to-fail banks are rearing their head again.
Success!
You have successfully subscribed to The Investors Podcast Network newsletter. please expect them in your inbox everyday. 🙂