2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Portfolio and Trades Update #7
July 17, 2025, 1:23 a.m.
Lawyers Raking It In In Activism
July 11, 2025, 8:01 a.m.
Introduction to Discussion on Luxury ETF
July 4, 2025, 3:58 a.m.
Investment Idea #28
July 3, 2025, 5:32 p.m.
Activist Targets Swatch
June 13, 2025, 9:19 a.m.
Update on PepsiCo
June 6, 2025, 1:22 a.m.
The Curious Case of UOI
May 30, 2025, 2:01 a.m.
Inaugural Newsletter and Trades for May
May 23, 2025, 1:10 a.m.
Investment Idea #27 - NTV
May 2, 2025, 1:22 a.m.
Tariff Tantrums and the SPX Bear Run
April 24, 2025, 4:33 p.m.
Pivot and Trades
April 18, 2025, 3:15 a.m.
Investment Idea #26
April 3, 2025, 3:26 p.m.
2025 FCF & Dividend List
March 20, 2025, 3:35 p.m.
Investment Idea #25 - Japan's Low PBR Consumer Play!
March 6, 2025, 3:40 p.m.
Recent and Future Trades
Feb. 20, 2025, 3:14 p.m.
Investment Idea #24
Feb. 6, 2025, 3:55 p.m.
Portfolio and Trade Update #6
Jan. 30, 2025, 3:28 p.m.
Polling Time!
Jan. 16, 2025, 4:15 p.m.
Inspection Update on Vicom
Jan. 2, 2025, 11:51 p.m.
What Exactly are Luxury Goods?
Dec. 19, 2024, 11:47 p.m.
Investment Idea #23
Dec. 5, 2024, 4:15 p.m.
Where is Bitcoin Going?
Nov. 28, 2024, 4:31 p.m.
Portfolio Update #5
Nov. 14, 2024, 4:20 p.m.
Investment Idea #22 - Adobe
Nov. 1, 2024, 4:21 a.m.
Japan Dividend List
Oct. 17, 2024, 3:23 p.m.