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.

Unreasonable Hospitality

July 21, 2024 | Will Guidara has redefined the meaning of hospitality. His approach, which he calls "unreasonable hospitality," goes beyond the expected service norms to create unforgettable experiences that resonate with guests long after their meal ends.

America’s Borrowing Binge

July 19, 2024 | We all know the U.S. fiscal outlook is deteriorating by now, yet Wall Street appears unfazed by this development.

From Zero to Billions

July 17, 2024 | Cybersecurity is pretty, pretty important these days, and you need to look no further than the brilliant minds at Wiz.

The Little Guys

July 15, 2024 | Last Thursday, the stock market had a pretty big reversal, particularly affecting the Magnificent Seven mega-cap stocks and AI-related investments.

A New Era

July 14, 2024 | The global transition to a low-carbon economy is poised to be the most substantial economic transformation since the Industrial Revolution, requiring an estimated $150 to $200 trillion in investments over the next three decades.

Money Machines

July 12, 2024 | Steve Eisman, a senior portfolio manager at Neuberger Berman Group, just shared his bullish outlook on U.S. mega-cap technology stocks, saying investors “have to own the big, large-cap tech stocks.”

The Rich Investor Club

July 10, 2024 | The status, once reserved for a select few, now could include one in five American households, opening doors to previously exclusive investment opportunities. But as this club expands, a crucial question emerges: Is membership truly advantageous?