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.
“No Longer Analyzable”
November 3, 2022 | Today, we'll discuss two things in the news: Elon Musk's latest moves at Twitter and new developments in the Chinese property crisis, plus our main story on why simplicity trumps complexity in investment planning.
Hedge Fund Legend
November 2, 2022 | We'll discuss two items in the news today: The Fed's fourth massive rate hike in a row and the corresponding fallout for bond prices this year, plus our main story on a hedge fund legend.
Bubble 3.0
November 01, 2022 | Today, Know about Biden's warning to oil companies about profiting from higher energy prices and whether the return of meme stocks may be a good thing for markets, plus our main story on why we may (still) be in the biggest financial bubble in a century.
Fed Pivot
October 31, 2022 | Today, we'll discuss the Fed's impending rate hike moves and one volatile asset that's been surprisingly stable lately, plus our main story on whether Meta is worth buying after its recent selloff.
The Holy Grail
October 28, 2022 | We discuss two items in the news: Why Intel's stock is surging despite its gloomy outlook and how housing is getting hammered by the Fed's war on inflation, plus what Warren Buffett considers the 9 most important words ever written about investing.
Recession Postponed
October 27, 2022 | The rebound in growth after two straight quarterly declines in GDP provided evidence that the economy is not in a recession. However, the risks of a downturn have increased as the Fed doubles down on rate hikes to battle the highest levels of inflation seen in 40 years.
Tenet
October 26, 2022 | Two items will be discussed in the news today: The rising cost of a Chipotle burrito and Spotify's mixed earnings report, plus our main story on Warren Buffett's investment tenets.
Beating Expectations
October 25, 2022 | Today we'll discuss about U.K's new Prime Minister, and General Motors' excellent third quarter, plus our main story on investing opportunities in the world's largest democracy.
Disruptive Innovations
October 24, 2022 | Today, know more about the bloodbath in Chinese stocks and Biden's plan to refill America's oil reserves, plus our main story on Cathie Wood and her thoughts on today's macro environment.
America’s Shipbuilding Problem
February 13, 2024 | One of America’s great strategic assets during World War II is long gone: its shipbuilding industry.
Illegal Index Funds
February 12, 2024 | Should index funds be illegal? It’s more of an intellectual question than a serious one. For example, the U.S. stock market couldn’t really function if 100% of investors held all their money in S&P 500 index funds, at least not as any useful tool for allocating capital.
Hollywood Economics
February 11, 2024 | The film industry isn’t all glamorous. For every big hit that makes hundreds of millions — like “Oppenheimer” and “Barbie,” countless films go virtually unheard of.
Success!
You have successfully subscribed to The Investors Podcast Network newsletter. please expect them in your inbox everyday. 🙂