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Just Keep Buying
November 17, 2024 | We’re chatting with Blake Millard, author of the popular newsletter, “The Sandbox Daily,” and director of investments at Sandbox Financial Partners, a Registered Investment Advisor (RIA) in Maryland.
Berkshire’s Portfolio Tweaks
November 15, 2024 | Every few months, we get a fresh slate of 13F filings telling us what changes institutional investors have made to their portfolios — at a 45-day delay. And eagle-eyed 13F watchers are all excited at the latest batch.
Show Off
November 13, 2024 | Spotify’s financial turnaround continues to impress. While concert-goers face steep ticket prices sometimes reaching $500-$1,000, Spotify's monthly subscription fee of about $12 seems like a bargain.
Record Territory
November 11, 2024 | Talk about a tear. Bitcoin now sets new records almost daily, climbing above $87,000 for the first time.
Where the Money Is
November 10, 2024 | We have a treat to share with you all today. We're chatting with Adam Seessel, whose book Bill Ackman praised as “one of the best books I have read on investing in years.”
Not So Fast
November 8, 2024 | Stocks are soaring, and euphoria is very much in the air. Meanwhile, all kinds of investment advice have never been easier to come by.
Getting Going
November 6, 2024 | Donald Trump's victory in the 2024 U.S. presidential election has triggered big movements in financial markets. Here’s what we know and what the election victory could mean for markets in 2025 and beyond.
Buffett’s Patience
November 4, 2024 | Berkshire Hathaway’s cash pile now exceeds $300 billion as Warren Buffett and Co. kept selling stocks while holding off on buybacks.
Systematic Strategies
November 3, 2024 | In the cutthroat world of finance, particularly hedge funds, DUNN Capital stands out as a guiding light of the investor-first approach.
The Trade Desk: Heir to the Programmatic Advertising Throne?
August 3, 2025 | Back when the internet was first commercialized, there was this beautiful vision of a free and open web, where publishers could earn money from ads, advertisers could reach relevant audiences, and users could explore information without friction or gatekeepers. Then came the walls.
PayPal: Value Trap or Multibagger?
July 29, 2025 | Payments is a complex space. Shawn always says it makes his head spin. And I get it. It can be dry, and there are so many things we simply don’t know yet. But sometimes, the opportunity is too compelling not to take a closer look.
Roku: The Forgotten Streaming Giant
July 20, 2025 | What if I told you America’s fifth-biggest streaming platform after Netflix, YouTube, Prime Video, and Disney+ wasn’t Apple TV+, Hulu, Peacock, or HBO Max, as you might expect?
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