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 Old-Fashioned Way
August 28, 2024 | Warren Buffett, who turns 94 on Friday, got an early birthday present this year. His Berkshire Hathaway topped the $1 trillion market cap threshold for the first time.
Simple, Not Easy
August 26, 2024 | In Niccol’s six years at Chipotle, the stock rose 773% as revenue and profits soared thanks to savvy marketing and keeping it simple.
Patience Pays
August 25, 2024 | We're chatting with Edwin Lugo, a member of our Mastermind Community and a professional investor with over 20 years of experience in managing international equities for various clients.
The Time Has Come
August 23, 2024 | “The time has come for policy to adjust,” Powell said during the Fed’s annual retreat this week in Jackson Hole.
Harness the Power
August 21, 2024 | We might not be far from a day when virtually everyone has an AI assistant at work. Need a tedious or monotonous series of tasks done by noon? No problem. Already, AI is helping people with something else: starting businesses.
Prime Targets
August 19, 2024 | Meet Annette Manes, an 83-year-old widowed social worker tricked by con artists impersonating JPMorgan Chase's fraud department and U.S. agents into handing over about $1.4 million of her savings.
Job Therapy
August 18, 2024 | Michael finds himself zoning out during team meetings, daydreaming about other careers and workplaces. Is it time for a change? Or is this just a normal phase of career ambivalence? Today, we're chatting with Tessa West, a leading expert in the science of interpersonal communication, about her new book.
Bargain Hunting
August 16, 2024 | Walmart is on a tear. The retail giant’s sales are climbing, pushing its stock to fresh highs this week after a 38% rally this year, compared to the S&P 500’s ~17% gain.
Burritos to Lattes
August 14, 2024 | From burritos to lattes — from one iconic American brand to another. That’s the path for star leader Brian Niccol, the Chipotle CEO, who is taking the helm of Starbucks next month.
John Deere: An American Stalwart
January 26, 2025 | What’s more American than Levi’s blue jeans and apple pie? Well, honestly, probably nothing, but John Deere is in contention. Few brands have left a bigger cultural mark on rural America than Deere.
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.
Success!
You have successfully subscribed to The Investors Podcast Network newsletter. please expect them in your inbox everyday. 🙂