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

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Buffett’s Patience

November 4, 2024 | Berkshire Hathaway’s cash pile now exceeds $300 billion as Warren Buffett and Co. kept selling stocks while holding off on buybacks.

Systematic Strategies

November 3, 2024 | In the cutthroat world of finance, particularly hedge funds, DUNN Capital stands out as a guiding light of the investor-first approach.

Sports Biz

November 1, 2024 | Soon, investors will be able to plow money in indexes tied to their favorite sports leagues. Morgan Stanley will launch a portfolio for investors tied to prominent sports leagues, such as the NFL, NBA, and MLB.

Just Google It

October 30, 2024 | Here’s what you need to know after earnings from Alphabet, AMD, and Reddit.

Keep Moving

October 28, 2024 | David Einhorn is one of Wall Street's most closely watched investors for a reason. Whether he’s long or short, he makes bold investment calls. His latest: Peloton.

Two-Way Street

October 27, 2024 | A big regret of many elite investors? Selling their best-performing stocks too early. The same holds for Eric Soda, an author, entrepreneur, and individual investor in Wisconsin who owns a large insurance agency

An Incredible Moment

October 25, 2024 | Hedge fund icon Paul Tudor Jones didn’t mince words this week in a wide-ranging conversation with CNBC, saying the U.S. must inflate and outgrow its debt burden.

The Family Office

October 23, 2024 | There’s a new career track on the block. Business schools are racing to launch family office programs as the sector booms.

The Basic Advantage

October 21, 2024 | The Wall Street Journal’s Jason Zweig argues that being a disciplined, independent investor has never been harder. We think he has a point. Benjamin Graham wrote, “The investor’s chief problem—and even his worst enemy—is likely to be himself.”

PayPal: Value Trap or Multibagger?

July 29, 2025 | Payments is a complex space. Shawn always says it makes his head spin. And I get it. It can be dry, and there are so many things we simply don’t know yet. But sometimes, the opportunity is too compelling not to take a closer look.

Roku: The Forgotten Streaming Giant

July 20, 2025 | What if I told you America’s fifth-biggest streaming platform after Netflix, YouTube, Prime Video, and Disney+ wasn’t Apple TV+, Hulu, Peacock, or HBO Max, as you might expect?

Estée Lauder: Burry’s Big Bet

July 13, 2025 | Interestingly, Michael Burry, who’s probably just as clueless about makeup as we are, made Estée Lauder his only U.S. stock holding. That alone made us curious.

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