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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?
Bulls & Bears
July 8, 2024 | Bubble talk, bubble talk, bubble talk. Another strong bull market means more headlines about a bubble and, increasingly, comparisons to the frothy stock market of 2021 and even that of the roaring 1990s dot-com bubble.
Uncertainty Is Your Friend
July 7, 2024 | Today, we'll discuss how some of the greats — including Warren Buffett, Joel Greenblatt, and Bill Miller — regulate emotions in their investment processes.
Narratives vs. Reality
July 5, 2024 | Politics, politics, politics. Investors just can’t stop talking about a seemingly destabilizing shift in the geopolitical status quo in recent years. Obsessed much?
Bigger Not Better
July 3, 2024 | Recall that in 2008, Warren Buffett famously placed a million-dollar bet that an S&P 500 index fund would beat the funds of funds hedge fund managers would select. Of course, the Oracle of Omaha was proven right.
Winners and Losers
July 1, 2024 | The second half of the year is underway. Somehow, it’s already the start of the third quarter after a very strong first six months in 2024. Here’s a quick recap of the gains year-to-date.
Exposing Corporate Misconduct
June 30, 2024 | When Edwin Dorsey published a deep dive about The Joint Corp., a nationwide network of chiropractors, the company was valued at $1.39 billion. Its shares had recently run up about 3,500%, trading at roughly 80x profit.
Giving Spree
June 28, 2024 | Warren Buffett, who turns 94 in August, has made his largest annual charitable donation to date. Read on for a preview of Warren Buffett’s will.
Just Keep Buying
November 17, 2024 | We’re chatting with Blake Millard, author of the popular newsletter, “The Sandbox Daily,” and director of investments at Sandbox Financial Partners, a Registered Investment Advisor (RIA) in Maryland.
Berkshire’s Portfolio Tweaks
November 15, 2024 | Every few months, we get a fresh slate of 13F filings telling us what changes institutional investors have made to their portfolios — at a 45-day delay. And eagle-eyed 13F watchers are all excited at the latest batch.
Show Off
November 13, 2024 | Spotify’s financial turnaround continues to impress. While concert-goers face steep ticket prices sometimes reaching $500-$1,000, Spotify's monthly subscription fee of about $12 seems like a bargain.
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