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.

Oil Seizure

September 16, 2022 | Germany seized control of local units of a Russian oil company, Rosneft, to take greater command over its energy industry, secure supplies, and sever its dependence on Russian fuel.

Good to Great Lessons

September 15, 2022 | Good is the enemy of great, and few people or companies manage to achieve greatness because they settle too quickly for a comfortable life.

Investing For Freedom

September 14, 2022 | While investing dogma, of course, encourages diversification, this comes today at a time particularly sensitive to geopolitical risks.

How To Invest Like Li Lu

September 13, 2022 | I’ve been going down the Li Lu rabbit hole lately. An investing friend had mentioned a documentary called Moving the Mountain, which I had never heard of, but is about the investing legend’s life as a student leader in the 1989 Tiananmen Square protests in Beijing, China.

The Merge

September 12, 2022 | A long-awaited software upgrade to the Ethereum blockchain, intended to slash its energy consumption, is scheduled for this week, and it’s projected to occur in the early hours of Thursday morning. The event has been delayed several times previously, though.

Borderline Fraud

September 9, 2022 | The market in so-called voluntary carbon credits has enabled corporations globally to, in theory, offset their carbon emissions by funding projects elsewhere in the world that plant trees, invest in renewable energy, save endangered forests, etc.

5 Lessons From Rich Dad Poor Dad

September 8, 2022 | I was wandering in the business section of a bookstore 25 years ago when a book with a purple cover and a silly title caught my eye. Somewhat skeptical, I pulled Rich Dad Poor Dad off the shelf and began reading.

Debt Tidal Wave

September 7, 2022 | In the U.S., companies have extended a tidal wave of debt issuance, offering the largest amount in the last twelve months, as the prospect of further rate increases spurs greater urgency.

Atomic Age (2.0)

September 6, 2022 | For the last year or so, we’ve been tracking the uranium market on the thesis, generally, that nuclear energy will play an increasingly important role in the global transition away from fossil fuels.

Previous 75 76 77 787980 81 82 83 Next

Finance 101

February 15, 2024 | Baylor University is a private, Christian university about 95 miles south of Dallas, with strong athletic programs. But now, it’s getting known for its stellar endowment performance.

Bond Rally Goes Poof

February 14, 2024 | And just like that, they’re gone. No, that’s not a Valentine’s Day musing about the one who got away. Rather, we’re talking about bond market gains since investors got hooked on the prospect of rate cuts in 2024 amid the Fed’s December meeting.