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An Incredible Moment
October 25, 2024 | Hedge fund icon Paul Tudor Jones didn’t mince words this week in a wide-ranging conversation with CNBC, saying the U.S. must inflate and outgrow its debt burden.
The Family Office
October 23, 2024 | There’s a new career track on the block. Business schools are racing to launch family office programs as the sector booms.
The Basic Advantage
October 21, 2024 | The Wall Street Journal’s Jason Zweig argues that being a disciplined, independent investor has never been harder. We think he has a point. Benjamin Graham wrote, “The investor’s chief problem—and even his worst enemy—is likely to be himself.”
Buffett’s Rules
October 20, 2024 | Berkshire Hathaway CEO Warren Buffett, widely seen as the greatest stock picker, has core investment philosophies worth revisiting over and over. Here are some of his principles, illustrated with specific examples and quotes.
Aging Gracefully
October 18, 2024 | Earlier this year, Warren Buffett's Berkshire Hathaway acquired a ~$266 million stake in cosmetics store chain Ulta Beauty.
Disaster, Inc.
October 16, 2024 | It’s no secret that natural disasters are rising. But rather quietly, the $200 billion disaster-restoration industry has become a target for private equity investors eager to cash in on the rising demand for cleanup services after catastrophic events.
Running an Empire
October 14, 2024 | Veronica and Miguel Garza's journey from a small kitchen in Texas to a billion-dollar business with Siete Foods is a compelling story of entrepreneurship, resilience, and innovation.
The Multimillionaire Next Door
October 13, 2024 | Ronald Read, a gas station attendant in small-town Vermont, quietly amassed a fortune worth $8 million. It’s a powerful lesson in frugality and the powerful effects of compounding.
Long-Term Games
October 11, 2024 | Are prices finally coming down? It’s happening, at least somewhere. As consumer spending slows, businesses are turning to discounts to attract customers. The shift comes after years of price increases driven by rising costs and consumer demand.
Hershey’s: Deliciously Beaten Down?
March 23, 2025 | They say to never try and catch a falling knife when investing. That’s probably good advice. But when you see a company with as much nostalgia and brand recognition as Hershey’s get cut in half over the last two years, it’s at least worth a second look.
Nintendo: Switching It Up!
March 16, 2025 | Mario, Donkey Kong, Zelda, Super Smash Brothers, Kirby, Pokemon — the list of Nintendo’s iconic franchises is remarkable, rivaled only by Disney’s portfolio of beloved brands.
Airbnb: The Future of Hospitality
March 9, 2025 | I’ve got a fun one for ya today, folks: Silicon Valley meets hospitality, the hotel industry’s worst nightmare — Airbnb 🏡
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