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.

The Merge

September 12, 2022 | A long-awaited software upgrade to the Ethereum blockchain, intended to slash its energy consumption, is scheduled for this week, and it’s projected to occur in the early hours of Thursday morning. The event has been delayed several times previously, though.

Borderline Fraud

September 9, 2022 | The market in so-called voluntary carbon credits has enabled corporations globally to, in theory, offset their carbon emissions by funding projects elsewhere in the world that plant trees, invest in renewable energy, save endangered forests, etc.

5 Lessons From Rich Dad Poor Dad

September 8, 2022 | I was wandering in the business section of a bookstore 25 years ago when a book with a purple cover and a silly title caught my eye. Somewhat skeptical, I pulled Rich Dad Poor Dad off the shelf and began reading.

Debt Tidal Wave

September 7, 2022 | In the U.S., companies have extended a tidal wave of debt issuance, offering the largest amount in the last twelve months, as the prospect of further rate increases spurs greater urgency.

Atomic Age (2.0)

September 6, 2022 | For the last year or so, we’ve been tracking the uranium market on the thesis, generally, that nuclear energy will play an increasingly important role in the global transition away from fossil fuels.

8 Steps To Retire Early

September 5, 2022 | To retire early, you must learn to be your own retirement financial planner. It may sound like a big undertaking but read on.

Price Caps

September 2, 2022 | The G7 nations have announced a plan to cap the price of Russian oil on global markets, committing to novel sanctions aimed at reducing Russia’s oil revenues as its invasion of Ukraine continues.

Coffee Can Portfolio

September 1, 2022 | An important aspect of the Coffee Can approach is that you only need to be right once. No need for market timing or constantly checking quotes. You make a wise investment decision and simply let it work over many years.

Solar Boom

August 31, 2022 | First Solar (FSLR) announced on Tuesday that it would invest up to $1.2 billion to build a fourth factory in the U.S., largely due to the energy and climate bill Congress passed this month that expands incentives for renewable energy.

Force Multiplier

January 18, 2024 | A program meant to accelerate the transition from fossil fuels is helping put cash in renewable energy companies’ pockets by selling tax breaks to corporate giants like JPMorgan.

Crowded Trade

January 17, 2024 | In Bank of America’s surveys of investment fund managers since 2017, U.S. tech stocks (aka “Magnificent Seven”, big tech, Nasdaq, FAANG, etc.) have frequently been reported as the “most crowded trade” in markets.

Space Farming

January 16, 2024 | Our Chart of the Day (in the section above) shows that Chinese growth remains a top concern for the global economy.

Go to Top