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

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Pursuit of Happiness

March 08, 2023 | If you enjoyed getting a glimpse into the life of a professional podcast host, make sure to follow Clay’s episodes on our We Study Billionaires show on whatever app you use for podcasts!

The Magic Is Back

March 07, 2023 | Explore Warner Bros Discovery's latest earnings report.

125-Bagger

March 06, 2023 | What if I told you there was a company with the following characteristics:

Read, Read, Read

March 05, 2023 | We could recommend countless classics. Some of our favorites include: Morgan Housel's The Psychology of Money, The Snowball, and Good to Great.

Prediction Machine

March 03, 2023 | If you want to learn more about productivity and environment design, read Atomic Habits by James Clear. 

Fat Pitch

March 02, 2023 | Four years ago, our Stig Brodersen and Preston Psych studied Stanley Druckenmiller in a fascinating podcast episode here.

Corporate Drama

March 01, 2023 | Monopoly remains an enduring artifact of American history and values, despite the reality that its backstory is hardly known.

The Big Picture

February 28, 2023 |  In Warren Buffett’s latest annual letter to Berkshire Hathaway shareholders, the 92-year-old veteran urged investors to do what he’s always done: Focus on the big picture, rather than high inflation, the Federal Reserve, and short-term stock movements.

Silver-Tongued Demagogues

February 27, 2023 | To hear McKenzie's full thoughts on tech layoffs, listen to his Bloomberg interview here.

Melting Iceberg

March 22, 2024 | Today, traditional mutual funds are in demise, suffering over $1 trillion in net outflows over the past two years with only one positive month of inflows in the past 25 months. They’re a “melting iceberg,” one investor told the FT.

Breaking Up Apple

March 21, 2024 | Is Apple a monopoly? U.S. regulators think so, at least in the smartphone space. On Thursday, the Department of Justice launched a landmark case against Apple, accusing the company of suppressing competitors across several domains, from smartwatches to messaging services and gaming apps.

Looming Halving

March 20, 2024 | Let’s check in on bitcoin — a statement that will surely excite some readers and annoy others. This handy website showcases bitcoin’s resilience, finding that on 476 occasions, a “notable” source has declared bitcoin is or will soon be worthless, which probably understates things.

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