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

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.

Crony Capitalism

January 02, 2024 | Even staunch stock-pickers who zoom in on companies’ fundamentals acknowledge that nothing happens in a vacuum. Too much of a big-picture focus isn’t actionable, but none is equally problematic.

Best of the Best

December 31, 2023 | 🎉🥂Happy New Year’s, everybody! What are your resolutions? My resolution in 2024 is to buy bitcoin in 2012.

New Year’s Resolutions

December 30, 2023 | Tomorrow is New Year’s Eve, and nearly half of all American consumers will make resolutions for 2024.

Phantom Debt

December 28, 2023 | Wells Fargo calls BNPL loans “phantom debt” that trick “consumers into a false security in which many small payments add up to one big problem.”

Out of Gas

December 27, 2023 | Apparently, we’ve become a stay-at-home nation. We have more cars than ever, yet we’re driving less. 

Mega-Cap Dominance

December 23, 2023 | This is the last time we’ll be in your inbox for a few days as we take some time with our families for the holidays but we’ll see you again on December 27. In the meantime, there’s plenty of great stuff packed into today’s newsletter for you to enjoy.

Blame The Dollar

December 22, 2023 | Many folks will get Nike apparel as Christmas gifts this year, but Nike is on investors’ naughty list.

Let’s Go Private

December 21, 2023 | Argentina’s recently inaugurated new President, Javier Milei, is pushing forward with his reforms, now targeting state-run companies and aiming to turn them into more efficient, privately-run businesses.

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.

Go to Top