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.
What’s Your Time Preference?
July 19, 2022 | In investing, you’ll often hear about individuals having a high or low time preference. What is this, and what do we mean by it?
BRRRR Real Estate Investing Breakdown
July 18, 2022 | Today, we’ll take a deeper dive into a few of the core metrics you need to know early on in the strategy that will increase your odds of success.
What three indicators say about the economy
July 15, 2022 | For insights into how things are going right now, we looked to one of our favorite investors from the great country of Italy, Alfonso Peccatiello. He discusses the three types of indicators he uses...
Stop thinking like the crowd
July 14, 2022 | If there’s any single takeaway we can all share from the past few months of financial market turbulence, it’s that investing is, in fact, not easy.
Maybe bear markets aren’t so scary?
July 13, 2022 | According to Nygren, over the last 77 years, there have been twelve bear markets in the U.S., including this current one. In those, the longest it took for a market to bottom after entering a bear market was two years...
Four Horsemen of the investing apocalypse
July 12, 2022 | There’s a lot of talk these days about whether the U.S., and much of the world, is in or about to enter a recession. The ins-and-outs of the business cycle are not always common knowledge, and in particular, we like the way that Cullen Roche thinks about it.
How to invest like Ray Dalio
July 11, 2022 | Have you ever wanted to build a supremely durable portfolio that can last the test of time, not just decades, but centuries? If you’re Ray Dalio, founder of Bridgewater, the world’s largest hedge fund, then the answer is yes, and he calls it the “All-Weather Portfolio.”
The Fed wants less jobs?
July 8, 2022 | This morning, the much anticipated June jobs report from the Department of Labor showed that efforts to tame inflation with higher interest rates have not affected employment — yet.
King Dollar
July 7, 2022 | The world is deeply reliant on the U.S. dollar as a means for settling global trade and raising capital. While under the Bretton Woods System, which lasted from 1944–1971 and cemented the dollar’s role in global financing, many national currencies were pegged explicitly to the dollar...
Coffee Powerhouse
January 21, 2024 | Two part-time baristas in Seattle meet at a dive bar, become best friends, move to Philadelphia, and open a one-off coffee shop in a run-down area of the city. That doesn’t sound like a path to a $900 million coffee brand, right?
New Beginnings
January 20, 2024 | Rates might be headed back down, but housing affordability isn’t getting any better.
The Great Inversion
January 19, 2024 | Tom Cruise may have been inverted in Top Gun, but the Treasury yield curve probably won’t be for much longer.a
Success!
You have successfully subscribed to The Investors Podcast Network newsletter. please expect them in your inbox everyday. 🙂