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

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Your Blueprint To Financial Freedom

August 4, 2022 | The book’s most useful information for value investors is from the lessons Guy Spier learned along his path to success. Three takeaways from his transformative journey are...

How To Be a Learning Machine

August 2, 2022 | Education should be a work in progress until our final days. The investment you make in yourself will always pay off in the end. The wiser you are, the better decisions you’ll make. Here are some actions steps...

Is the “Everything Bubble” Popping?

August 1, 2022 | Last year when Grantham spoke to us, he warned of multiple bubbles across financial markets that he called the “everything bubble”, while highlighting that a downturn in speculative tech stocks would be the canary in the coal mine.

The Truth About Growth Stocks

July 29, 2022 | Traditional value investors have balked at the pricey valuations of Amazon, Alphabet, and many of the other technology darlings, but they’ve missed out on owning some the best-performing stocks of the past twenty years.

The Recession Begins!

July 28, 2022 | “We’re in a sentiment recession. I don’t think we’re in an actual recession.” The definition of a real recession has become a contentious political point, as a strong labor market seems at odds with a downturn in the business cycle.

The Milkshake Theory of Investing

July 27, 2022 | You may have heard of the Dollar Milkshake Theory from Twitter or even some past TIP interviews. While it sounds like it could be a tasty treat, if it unfolds as Brent Johnson from Santiago Capital expects, things could get ugly.

How to Retire at 45

July 26, 2022 | How did Nomad generate so much alpha? Here are some of their investing tenets that allowed them to compound money at an incredible rate.

The Perfect Stock

July 25, 2022 | One Up On Wall Street, published by Peter Lynch in 1989, remains one of my favorite investment books of all time...Chapter 8 is one of my favorites because it details what Lynch views as the perfect stock.

Pet Problems

January 08, 2024 | Huge losses from national disasters. Soaring prices. “Worst possible scenarios” for consumers.

Clear Vision

January 07, 2024 | It’s 2008, and Dave Gilboa can’t find his $700 glasses. 

Staying Focused

January 06, 2024 | Week one of 2024 is in the books, folks, and we’ve already broken half of our resolutions.

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