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.
Generational Disruption
November 08, 2023 | Warner Bros. Discovery reported third-quarter earnings before the bell Wednesday, and boy, it wasn’t pretty.
Welcome Back (To The Office)
November 07, 2023 | Not even a year ago, we heard how challenging it had been for companies to keep staff. Now, not enough people are leaving their jobs.
Stash of Cash
November 06, 2023 | Relief for homebuyers: You might not have to pay excessive fees to real estate agents.
Meta’s Road to Dominance
November 05, 2023 | Facebook is winning again.
Short-Term Rentals Collapse
November 04, 2023 | Companies like Airbnb spotted a niche and a growing demand, bringing to life the concept of short-term rentals and reshaping global tourism. Yet, it seems that nothing good lasts forever.
Fallen Apple
November 03, 2023 | When Apple reports earnings, Wall Street watches with a careful eye. This summer, Apple’s weighting in the S&P 500 swelled to nearly 8%, the biggest of any stock in the index’s history.
Powell’s Comments Backfire
November 02, 2023 | Jerome Powell subbed in a new word to describe the economy’s growth rate, calling it “strong,” which is, apparently, an improvement from “solid” — the word he used last time around.
WeWork, WeFailed
November 01, 2023 | The days of WeWork might be numbered after a Wall Street Journal report this week signaled the end for the coworking spaces provider.
Gloomy Earnings
October 31, 2023 | We’ve talked about this a few times recently, particularly for Big Tech companies, but investors haven’t loved this quarter’s corporate earnings reporting season, nor have business execs been particularly excited, either, despite solid results.
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.”
Success!
You have successfully subscribed to The Investors Podcast Network newsletter. please expect them in your inbox everyday. 🙂