Newsletters2024-01-24T23:03:20-05:00

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The Joy is in the Journey

April 21, 2024 | In this conversation, Stig discusses his general investment philosophies, lessons learned, how he structures his day, how he leads our team of about 25 people, and much more.

Write and Release

April 20, 2024 | A simple way to relieve anger? Write and release. A recent study out of Japan found that writing down your reaction to a negative incident on a piece of paper and then getting rid of it helps release frustration.

Halving Day

April 19, 2024 | Whether you hear “halve” or "halving" or "halvening,” everyone is trying to say the same thing: The bitcoin halving is here as bitcoin sits around $65,000 on Friday afternoon.

Behind Enemy Lines

April 18, 2024 | Established as part of a 2015 initiative named "Project Curiosity," Big River uses its global sales to collect pricing, logistics, and other strategic information about rival e-commerce platforms. The data is then shared with Amazon to inform its business decisions.

Inflationary Range

April 17, 2024 | 2% this, 2% that, yeah, yeah — we’ve all heard it before: 2% is the Fed’s inflation target. Why 2%, though? It’s a question starting to float around Wall Street.

Too Much Stuff

April 16, 2024 | At the surface, China’s economy is humming along — new Q1 GDP showed that the country grew at an impressive 5.3% annual rate, well above most forecasts.

Resilient Growth Masks Debt

April 15, 2024 | Few areas of markets and economies are as black and white as textbooks portray them. Often, they’re a mixed picture full of gray areas and surprise. That’s most definitely the case about economic growth and avoiding a major recession.

Buy Right, Sit Tight

April 14, 2024 | That’s how Clay Finck would describe his investment motto. Finck, the host of We Study Billionaires, has brought the goods for the podcast, analyzing companies like Copart and Constellation Software and interviewing brilliant guests such as Morgan Housel, Dr. Robert Cialdini, Aswath Damodaran, Chris Mayer, and more.

Leading with Humility

April 13, 2024 | Tune in to "Leading with Humility" with Simon Sinek. More insights and lessons in just 2 minutes to read.

Simple, Not Easy

August 26, 2024 | In Niccol’s six years at Chipotle, the stock rose 773% as revenue and profits soared thanks to savvy marketing and keeping it simple.

Patience Pays

August 25, 2024 | We're chatting with Edwin Lugo, a member of our Mastermind Community and a professional investor with over 20 years of experience in managing international equities for various clients.

The Time Has Come

August 23, 2024 | “The time has come for policy to adjust,” Powell said during the Fed’s annual retreat this week in Jackson Hole.

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