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.
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.
MSGS: Own The Knicks & Rangers
January 5, 2025 | Welcome to the first-ever edition of The Intrinsic Value Newsletter! At this valuation, you’re, in theory, getting the Rangers entirely for free and a discount on the Knicks.
Cheers to 2024
December 30, 2024 | This Sunday, we’ll send you the debut weekly edition of The Intrinsic Value Newsletter. We hope you’re as excited as we are — until Sunday, here are some things we’ve kept our eyes on during the holidays.
How the Wealthy Invest
December 23, 2024 | Let’s jump into some charts and headlines that caught our attention this week before we all log off for the holidays. We’re less than two weeks away from unveiling our revamped newsletter.
Still Thriving
December 16, 2024 | We’re still getting everything ready for the updated version of this newsletter, but we’re just popping in to say hi again. In the meantime, let’s jump into some charts and headlines that caught our attention this week.
An Exceptional Valuation
December 9, 2024 | We’ve picked the first company we’ll be breaking down. It’s the only publicly traded stock in the U.S. that enables you to invest in two major North American sports franchises. Sounds compelling, right?
Exciting Changes
December 2, 2024 | We wanted to jump in your inbox again to remind you that this past Wednesday was our last “regular” edition of We Study Markets. What does that mean? Exciting things, that’s what.
Around the Clock
November 27, 2024 | Could traditional U.S. stock trading hours — 9:30 a.m. to 4 p.m. ET — one day be a thing of the past?
Nike: Just Buy It?
April 13, 2025 | Nike is one of those rare businesses that doesn't just sell products — it shapes culture, identity, and aspiration. But despite that iconic status, the company is facing one of the most challenging stretches in its modern history.
Reddit: The Front Page of the Internet
April 6, 2025 | It’s a special thing to redefine what it means to be part of a “community.” Yet, that’s exactly what Reddit, known colloquially as “the Front Page of the Internet,” has done. The future is promising, but is the stock too richly priced? Let’s find out!
Moncler: Zipped For Success
March 30, 2025 | Luxury is about more than just price — it’s about identity, status, and quality. Few brands have managed to scale those qualities as effectively as Moncler.
Success!
You have successfully subscribed to The Investors Podcast Network newsletter. please expect them in your inbox everyday. 🙂