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

TIP Academy

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.

Long-Term Games

October 11, 2024 | Are prices finally coming down? It’s happening, at least somewhere. As consumer spending slows, businesses are turning to discounts to attract customers. The shift comes after years of price increases driven by rising costs and consumer demand.

Follow the Crowd

October 9, 2024 | America’s flood insurance system might need a facelift. Mark Gongloff, a Bloomberg Opinion editor and columnist covering climate change, argues that Hurricanes Helene and Milton provide the latest proof that flood insurance in the U.S. isn’t sufficient.

Smashing Records

October 7, 2024 | The gold rush of 2024 rages on. Bullion prices are smashing all kinds of records this year amid geopolitical tension, and more people want in. Bloomberg is calling the run “a breathtaking surge.”

Time Horizons

October 6, 2024 | Jeff Bezos once asked Warren Buffett why people don't follow his investment advice, especially since it’s so simple. Buffett's response? “People aren't comfortable getting rich slowly.”

The Driver’s Seat

October 4, 2024 | The AI vs. human debate isn’t going anywhere, and a relatively new development suggests that artificial intelligence might already be better than humans in predicting the earnings of publicly traded companies.

High-Growth Paradox

October 2, 2024 | Based on first-order thinking, stocks would perform well in high-growth countries with strong GDP growth. But it’s worth reconsidering that notion.

A Golden Moment

September 30, 2024 | Gold isn’t the only precious metal on a hot streak. Silver is having a golden moment of its own. The commodity’s price has jumped roughly 32% this year, beating out gold, which is hitting record highs.

Outsized Returns

September 29, 2024 | Today, we'll discuss the journey of another investor: Lance Jubel of Aberrant Capital Management. All this, and more, in just 6 minutes to read.

Million-Dollar Cities

September 27, 2024 | We’re highlighting some of our top podcasts, YouTube videos, and social posts in recent months. Enjoy!

Still Thriving

December 16, 2024 | We’re still getting everything ready for the updated version of this newsletter, but we’re just popping in to say hi again. In the meantime, let’s jump into some charts and headlines that caught our attention this week.

An Exceptional Valuation

December 9, 2024 | We’ve picked the first company we’ll be breaking down. It’s the only publicly traded stock in the U.S. that enables you to invest in two major North American sports franchises. Sounds compelling, right?

Exciting Changes

December 2, 2024 | We wanted to jump in your inbox again to remind you that this past Wednesday was our last “regular” edition of We Study Markets. What does that mean? Exciting things, that’s what.

Go to Top