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.

TikTok Takes On Amazon

January 04, 2024 | Could TikTok be the next big e-commerce company? TikTok already flipped the social media world upside down, drawing YouTube, Instagram, and Twitter to all focus more on short video content. Now, the company is taking on the e-commerce space, colliding with another giant: Amazon.

Wall Street Neighborhoods

January 03, 2024 | Rent growth is stronger for single-family homes than apartments, and Wall Street is looking to capitalize. Read more about this story.

Crony Capitalism

January 02, 2024 | Even staunch stock-pickers who zoom in on companies’ fundamentals acknowledge that nothing happens in a vacuum. Too much of a big-picture focus isn’t actionable, but none is equally problematic.

Best of the Best

December 31, 2023 | 🎉🥂Happy New Year’s, everybody! What are your resolutions? My resolution in 2024 is to buy bitcoin in 2012.

New Year’s Resolutions

December 30, 2023 | Tomorrow is New Year’s Eve, and nearly half of all American consumers will make resolutions for 2024.

Party Like It’s 1999

December 29, 2023 | The Nasdaq 100 is partying like it’s 1999.

Phantom Debt

December 28, 2023 | Wells Fargo calls BNPL loans “phantom debt” that trick “consumers into a false security in which many small payments add up to one big problem.”

Out of Gas

December 27, 2023 | Apparently, we’ve become a stay-at-home nation. We have more cars than ever, yet we’re driving less.

Mega-Cap Dominance

December 23, 2023 | This is the last time we’ll be in your inbox for a few days as we take some time with our families for the holidays but we’ll see you again on December 27. In the meantime, there’s plenty of great stuff packed into today’s newsletter for you to enjoy.

Previous 23 24 25 262728 29 30 31 Next

Unreasonable Hospitality

July 21, 2024 | Will Guidara has redefined the meaning of hospitality. His approach, which he calls "unreasonable hospitality," goes beyond the expected service norms to create unforgettable experiences that resonate with guests long after their meal ends.