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.

Endless Patience

September 20, 2024 | The Messi effect rages on. Since the global soccer superstar joined Major League Soccer’s Inter Miami last year, MLS team values have surged $3.2 billion.

Gaining Confidence

September 18, 2024 | The Federal Reserve cut interest rates by half a percentage point on Wednesday, a bold start to its rate reduction campaign and its first cut since 2020.

End of an Era

September 16, 2024 | This is the week. It’s a big one: The Federal Reserve’s rate cuts are upon us. In the coming months, those rate cuts will ripple through the economy, from businesses to home and car buyers to everything in between.

Unshakeable

September 15, 2024 | Today, we're chatting with Frederico Santarém, a member of our Mastermind Community, about his investing process, influences, and long-term ownership of great companies.

Easy Come, Easy Go

September 13, 2024 | Americans could use housing relief. Many renters (about half) spend 30% or more of their income on housing, and the housing market is coming off its worst spring season in 12 years.

Time Curve

September 11, 2024 | Generative artificial intelligence has driven soaring valuations and investor optimism. Companies invest billions of dollars in the technology, hoping it will one day lead to enormous profits. But when?

Heavier Wallets

September 9, 2024 | Americans have more money in the bank than in 2019, adjusted for inflation, and slightly less credit-card debt relative to income. To better understand this economic moment, let’s break down what the American wallet looks like right now.

The Joys of Compounding

September 8, 2024 | Few individuals have studied the art of investing and the good life more than Gautam Baid. We chat with Baid about his writing, investing approach, life lessons, and more.

Clearly Cooled

September 6, 2024 | On Friday, the August jobs report showed the U.S. economy added 142,000 jobs last month, less than expected. This rebound from the soft July data that prompted a market selloff is more evidence that the labor market is a far cry from what it was circa 2021.

Dancing in the Street

November 22, 2024 | For all of the talk about tech, AI, and the Magnificent 7, did you know that the U.S. Financial sector has outperformed Technology this year?

Gold Mine

November 20, 2024 | There’s no doubt we live in an era of digital payments. You can tap your phone at virtually any check-out counter to pay. Yet paper checks are hanging in there in the U.S. — and criminals are exploiting the vulnerability efficiently.

Back-to-Back

November 18, 2024 | Newton’s First Law found that an object in motion stays in motion. U.S. investors are betting on just that for the stock market. We’re amid quite the rally as investor optimism remains high and fund inflows stay strong.

Go to Top