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.
BlackRock’s Warning to Investors
December 16, 2022 | With interest rates surging higher this year, many institutional investors are starting to find bonds priced quite cheaply since bond prices and interest rates have an inverse relationship. BlackRock (BLK), however, does not.
Pump-and-Dump
December 15, 2022 | Today, we'll discuss two items in the news: Why the risk of Chinese stocks being delisted has fallen, and the influencers caught up in a pump-and-dump scheme, plus our main story on the crises in "crypto."
Changing The Rules
December 14, 2022 | We love discussing investment ideas and strategies but mastering your personal finances is 10X more important than picking the right stocks. Without a sound financial plan, how can you possibly hope to allocate your money accordingly to reach retirement and lifestyle goals?
Time and Space
December 13, 2022 | We use money every day in various forms, from cash payments to swiping our credit and debit cards to venmoing friends, or perhaps in saving for the future with money market funds, gold, or, more controversially, Bitcoin.
Fusion Energy
December 12, 2022 | As financial markets adjust to rising interest rates this year, some pockets of the financial system are more impacted than others.
Art Of Subtraction
December 11, 2022 | The art of subtraction is incalculably important, particularly in an age of information overload when our minds can so easily become scattered...
Sugar, Money, and Dirt
December 09, 2022 | When asked what his circle of competence is, Gayner likes to say, "Sugar, money, and dirt." The sugar component includes businesses that produce food, candy, chocolate, and alcohol. Products that human beings love and use regularly.
Cash Pile
December 08, 2022 | The finance industry has structurally changed over the past few decades with a major tilt towards democratization. Today, we'd like to focus on so-called "passive investing."
Money Laundering
December 07, 2022 | There's only one man besides Warren Buffett that Charlie Munger trusts with investing his capital. That gentleman is Li Lu.
Liquid Gold
March 3, 2024 | With the rapid growth in alternative investments over the past 10 years, Jeremy Kasler was surprised to find one asset that had flown under the radar. Bourbon.
The Midas Touch
March 2, 2024 | How did Finland go from a high suicide rate to the world’s “happiest” country? There wasn’t one quick fix. A handful of factors helped citizens’ health, including reduced stigma, lower rates of drinking alcohol, antidepressants, and government programs.
Record Highs
March 1, 2024 | Stocks continued to surge Friday to kick off March, a sign that investors remain optimistic on mega-cap technology stocks and the artificial intelligence boom. As the Nasdaq and S&P 500 hit new record highs on Friday, investors proved they’re also optimistic about slowing inflation.
Success!
You have successfully subscribed to The Investors Podcast Network newsletter. please expect them in your inbox everyday. 🙂