Get smarter about valuing businesses in just a few minutes each week.

July 20, 2022 | Bank of America conducted a monthly fund manager survey of 259 participants with $722 billion under management. The survey shows investors have cut their exposure to risk assets to levels not seen since the Great Financial Crisis of 2008...

July 19, 2022 | In investing, you’ll often hear about individuals having a high or low time preference. What is this, and what do we mean by it?

July 18, 2022 | Today, we’ll take a deeper dive into a few of the core metrics you need to know early on in the strategy that will increase your odds of success.

July 15, 2022 | For insights into how things are going right now, we looked to one of our favorite investors from the great country of Italy, Alfonso Peccatiello. He discusses the three types of indicators he uses...

July 14, 2022 | If there’s any single takeaway we can all share from the past few months of financial market turbulence, it’s that investing is, in fact, not easy.

July 13, 2022 | According to Nygren, over the last 77 years, there have been twelve bear markets in the U.S., including this current one. In those, the longest it took for a market to bottom after entering a bear market was two years...

July 12, 2022 | There’s a lot of talk these days about whether the U.S., and much of the world, is in or about to enter a recession. The ins-and-outs of the business cycle are not always common knowledge, and in particular, we like the way that Cullen Roche thinks about it.

July 11, 2022 | Have you ever wanted to build a supremely durable portfolio that can last the test of time, not just decades, but centuries? If you’re Ray Dalio, founder of Bridgewater, the world’s largest hedge fund, then the answer is yes, and he calls it the “All-Weather Portfolio.”

July 8, 2022 | This morning, the much anticipated June jobs report from the Department of Labor showed that efforts to tame inflation with higher interest rates have not affected employment — yet.