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

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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.”

Buffett’s Rules

October 20, 2024 | Berkshire Hathaway CEO Warren Buffett, widely seen as the greatest stock picker, has core investment philosophies worth revisiting over and over. Here are some of his principles, illustrated with specific examples and quotes.

Aging Gracefully

October 18, 2024 | Earlier this year, Warren Buffett's Berkshire Hathaway acquired a ~$266 million stake in cosmetics store chain Ulta Beauty.

Disaster, Inc.

October 16, 2024 | It’s no secret that natural disasters are rising. But rather quietly, the $200 billion disaster-restoration industry has become a target for private equity investors eager to cash in on the rising demand for cleanup services after catastrophic events.

ULTA: A Beautiful Compounder

January 19, 2025 | To any stock investor, compounding is a thing of beauty. Bonus points, though, if your compounder is literally beautiful. Enter, Ulta Beauty 💄

CPNG: The Amazon of South Korea

January 12, 2025 | There is only one Amazon, and if you were fortunate enough to invest in it at any point in the past 25 years and continue to hold it, you’ve done quite well. Coupang is not exactly Amazon, but it’s impressive in its own ways.

MSGS: Own The Knicks & Rangers

January 5, 2025 | Welcome to the first-ever edition of The Intrinsic Value Newsletter! At this valuation, you’re, in theory, getting the Rangers entirely for free and a discount on the Knicks.

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